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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 | $13,203 | $52,380-74.8% | $98,775-86.6% | $85,847-84.6% |
| Participation rate | 22.2% | 58.0%-35.7pp | 65.7%-43.5pp | 69.3%-47.1pp |
| Annual return | 27.36% | 25.82%+1.5pp | 49.92%-22.6pp | 318.61%-291.2pp |
| Employer contribution / active EE | $381 | $1,337-71.5% | $2,067-81.6% | $2,565-85.2% |
| Participant deferral / active EE | $1,575 | $2,101-25.0% | $3,035-48.1% | $3,952-60.2% |
| Admin fee / account holder | $833 | $3,865-78.4% | $4,076-79.6% | $6,261-86.7% |