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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 | $18,606 | $36,948-49.6% | $73,658-74.7% | $87,485-78.7% |
| Participation rate | 13.3% | 46.8%-33.6pp | 57.0%-43.8pp | 68.9%-55.7pp |
| Annual return | 14.32% | 28.64%-14.3pp | 29.72%-15.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $207 | $670-69.2% | $1,032-80.0% | $2,596-92.0% |
| Participant deferral / active EE | $406 | $1,379-70.6% | $2,062-80.3% | $4,274-90.5% |
| Admin fee / account holder | $716 | $2,531-71.7% | $3,357-78.7% | $7,775-90.8% |