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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 | $16,114 | $48,337-66.7% | $67,560-76.1% | $80,959-80.1% |
| Participation rate | 22.5% | 66.4%-44.0pp | 72.9%-50.5pp | 67.7%-45.2pp |
| Annual return | 18.11% | 18.26%-0.2pp | 3533.50%-3515.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $586 | $2,023-71.0% | $2,737-78.6% | $2,757-78.7% |
| Participant deferral / active EE | $1,105 | $2,928-62.3% | $4,004-72.4% | $4,300-74.3% |
| Admin fee / account holder | $1,269 | $3,695-65.7% | $3,994-68.2% | $6,925-81.7% |