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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 | $19,269 | $43,730-55.9% | $66,674-71.1% | $64,097-69.9% |
| Participation rate | 32.7% | 50.7%-18.1pp | 73.7%-41.0pp | 55.2%-22.5pp |
| Annual return | 17.12% | 53.62%-36.5pp | 321.24%-304.1pp | 34.64%-17.5pp |
| Employer contribution / active EE | $525 | $1,673-68.6% | $2,620-80.0% | $1,891-72.2% |
| Participant deferral / active EE | $1,032 | $2,122-51.3% | $4,084-74.7% | $3,080-66.5% |
| Admin fee / account holder | $1,287 | $2,708-52.5% | $5,098-74.7% | $3,454-62.7% |