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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,148 | $36,948-40.1% | $73,658-69.9% | $87,485-74.7% |
| Participation rate | 17.8% | 46.8%-29.0pp | 57.0%-39.3pp | 68.9%-51.2pp |
| Annual return | 15.71% | 28.64%-12.9pp | 29.72%-14.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $331 | $670-50.6% | $1,032-68.0% | $2,596-87.3% |
| Participant deferral / active EE | $1,151 | $1,379-16.5% | $2,062-44.2% | $4,274-73.1% |
| Admin fee / account holder | $1,483 | $2,531-41.4% | $3,357-55.8% | $7,775-80.9% |