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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 | $36,948-54.2% | $73,658-77.1% | $87,485-80.7% |
| Participation rate | 37.3% | 46.8%-9.6pp | 57.0%-19.8pp | 68.9%-31.7pp |
| Annual return | 18.66% | 28.64%-10.0pp | 29.72%-11.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $814 | $670+21.6% | $1,032-21.1% | $2,596-68.6% |
| Participant deferral / active EE | $1,071 | $1,379-22.4% | $2,062-48.1% | $4,274-74.9% |
| Admin fee / account holder | $1,282 | $2,531-49.3% | $3,357-61.8% | $7,775-83.5% |