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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 | $45,266-57.4% | $103,693-81.4% | $65,306-70.5% |
| Participation rate | 32.7% | 53.3%-20.7pp | 72.6%-40.0pp | 57.7%-25.0pp |
| Annual return | 17.12% | 25.10%-8.0pp | 47.61%-30.5pp | 21.94%-4.8pp |
| Employer contribution / active EE | $525 | $1,765-70.3% | $2,920-82.0% | $1,967-73.3% |
| Participant deferral / active EE | $1,032 | $2,099-50.8% | $4,579-77.5% | $2,959-65.1% |
| Admin fee / account holder | $1,287 | $3,221-60.0% | $7,858-83.6% | $3,480-63.0% |