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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 | $27,651 | $35,183-21.4% | $73,550-62.4% | $70,126-60.6% |
| Participation rate | 12.3% | 42.9%-30.7pp | 54.9%-42.6pp | 69.5%-57.3pp |
| Annual return | 16.54% | 26.90%-10.4pp | -15.16%+31.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $93 | $709-86.8% | $1,219-92.3% | $2,343-96.0% |
| Participant deferral / active EE | $476 | $1,220-61.0% | $1,804-73.6% | $3,332-85.7% |
| Admin fee / account holder | $2,746 | $2,302+19.3% | $2,320+18.4% | $4,645-40.9% |