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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 | $41,016-49.2% | $152,093-86.3% | $64,097-67.5% |
| Participation rate | 24.1% | 51.3%-27.2pp | 77.8%-53.7pp | 55.2%-31.1pp |
| Annual return | 18.06% | 39.60%-21.5pp | 66.36%-48.3pp | 34.64%-16.6pp |
| Employer contribution / active EE | $1,162 | $1,342-13.5% | $4,175-72.2% | $1,891-38.6% |
| Participant deferral / active EE | $664 | $1,927-65.5% | $5,451-87.8% | $3,080-78.4% |
| Admin fee / account holder | $3,808 | $2,305+65.2% | $14,497-73.7% | $3,454+10.2% |