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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 | $37,156-49.9% | $83,854-77.8% | $86,983-78.6% |
| Participation rate | 13.3% | 49.1%-35.8pp | 59.1%-45.9pp | 69.5%-56.3pp |
| Annual return | 14.32% | 29.88%-15.6pp | 31.39%-17.1pp | 25.83%-11.5pp |
| Employer contribution / active EE | $207 | $661-68.7% | $1,017-79.7% | $2,584-92.0% |
| Participant deferral / active EE | $406 | $1,418-71.4% | $2,035-80.1% | $4,194-90.3% |
| Admin fee / account holder | $716 | $2,510-71.5% | $3,197-77.6% | $7,856-90.9% |