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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 | $20,834 | $45,343-54.1% | $150,298-86.1% | $67,986-69.4% |
| Participation rate | 24.1% | 51.9%-27.8pp | 77.8%-53.7pp | 57.2%-33.1pp |
| Annual return | 18.06% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,162 | $1,462-20.5% | $4,154-72.0% | $2,019-42.5% |
| Participant deferral / active EE | $664 | $2,055-67.7% | $5,453-87.8% | $3,358-80.2% |
| Admin fee / account holder | $3,808 | $2,250+69.3% | $14,116-73.0% | $3,203+18.9% |