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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 | $21,843 | $51,283-57.4% | $95,740-77.2% | $71,511-69.5% |
| Participation rate | 48.6% | 63.1%-14.5pp | 72.3%-23.7pp | 67.9%-19.3pp |
| Annual return | 16.80% | 25.25%-8.5pp | 28.41%-11.6pp | 28.86%-12.1pp |
| Employer contribution / active EE | $617 | $1,817-66.1% | $2,836-78.2% | $2,589-76.2% |
| Participant deferral / active EE | $2,058 | $3,365-38.8% | $4,244-51.5% | $4,291-52.0% |
| Admin fee / account holder | $766 | $1,135-32.5% | $5,676-86.5% | $1,588-51.8% |