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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 | $20,901 | $73,787-71.7% | $98,716-78.8% | $82,448-74.6% |
| Participation rate | 33.3% | 61.4%-28.1pp | 69.3%-36.0pp | 68.1%-34.7pp |
| Annual return | 19.89% | 18.57%+1.3pp | 31.81%-11.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $738 | $1,511-51.1% | $2,279-67.6% | $2,551-71.1% |
| Participant deferral / active EE | $1,327 | $3,081-56.9% | $4,048-67.2% | $4,139-67.9% |
| Admin fee / account holder | $1,591 | $6,500-75.5% | $8,703-81.7% | $7,234-78.0% |