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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 | $23,194 | $37,156-37.6% | $83,854-72.3% | $86,983-73.3% |
| Participation rate | 29.3% | 49.1%-19.7pp | 59.1%-29.8pp | 69.5%-40.2pp |
| Annual return | 16.99% | 29.88%-12.9pp | 31.39%-14.4pp | 25.83%-8.8pp |
| Employer contribution / active EE | $509 | $661-23.0% | $1,017-50.0% | $2,584-80.3% |
| Participant deferral / active EE | $953 | $1,418-32.8% | $2,035-53.2% | $4,194-77.3% |
| Admin fee / account holder | $1,240 | $2,510-50.6% | $3,197-61.2% | $7,856-84.2% |