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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 | $16,234 | $48,118-66.3% | $136,833-88.1% | $94,015-82.7% |
| Participation rate | 16.7% | 47.4%-30.7pp | 59.0%-42.4pp | 70.8%-54.2pp |
| Annual return | 13.80% | 14.65%-0.9pp | 35.32%-21.5pp | 17.84%-4.0pp |
| Employer contribution / active EE | $205 | $821-75.0% | $1,319-84.4% | $2,790-92.6% |
| Participant deferral / active EE | $417 | $1,651-74.7% | $2,441-82.9% | $4,249-90.2% |
| Admin fee / account holder | $345 | $3,059-88.7% | $4,706-92.7% | $8,951-96.2% |