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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 | $16,904 | $37,156-54.5% | $83,854-79.8% | $86,983-80.6% |
| Participation rate | 37.3% | 49.1%-11.8pp | 59.1%-21.9pp | 69.5%-32.3pp |
| Annual return | 18.66% | 29.88%-11.2pp | 31.39%-12.7pp | 25.83%-7.2pp |
| Employer contribution / active EE | $814 | $661+23.2% | $1,017-19.9% | $2,584-68.5% |
| Participant deferral / active EE | $1,071 | $1,418-24.5% | $2,035-47.4% | $4,194-74.5% |
| Admin fee / account holder | $1,282 | $2,510-48.9% | $3,197-59.9% | $7,856-83.7% |