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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 | $19,741 | $73,839-73.3% | $143,788-86.3% | $68,495-71.2% |
| Participation rate | 44.1% | 66.7%-22.6pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | 17.83% | 1.01%+16.8pp | -0.03%+17.9pp | -7.84%+25.7pp |
| Employer contribution / active EE | $946 | $3,184-70.3% | $4,952-80.9% | $2,596-63.6% |
| Participant deferral / active EE | $1,672 | $3,384-50.6% | $5,638-70.4% | $4,028-58.5% |
| Admin fee / account holder | $2,099 | $5,755-63.5% | $14,675-85.7% | $5,403-61.1% |