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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 | $21,356 | $77,908-72.6% | $149,696-85.7% | $75,173-71.6% |
| Participation rate | 14.3% | 65.6%-51.3pp | 78.8%-64.5pp | 67.2%-52.9pp |
| Annual return | 24.77% | 31.73%-7.0pp | 134.46%-109.7pp | 160.72%-136.0pp |
| Employer contribution / active EE | $430 | $3,138-86.3% | $4,821-91.1% | $2,671-83.9% |
| Participant deferral / active EE | $1,619 | $3,411-52.5% | $5,682-71.5% | $4,126-60.8% |
| Admin fee / account holder | $1,374 | $5,950-76.9% | $13,212-89.6% | $5,651-75.7% |