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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 | $22,758 | $77,901-70.8% | $149,717-84.8% | $75,181-69.7% |
| Participation rate | 34.2% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.0pp |
| Annual return | 20.41% | 31.73%-11.3pp | 134.41%-114.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $702 | $3,137-77.6% | $4,820-85.4% | $2,671-73.7% |
| Participant deferral / active EE | $907 | $3,411-73.4% | $5,682-84.0% | $4,126-78.0% |
| Admin fee / account holder | $348 | $5,949-94.2% | $13,213-97.4% | $5,650-93.8% |