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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 | $18,364 | $45,343-59.5% | $150,298-87.8% | $67,986-73.0% |
| Participation rate | 22.0% | 51.9%-29.9pp | 77.8%-55.8pp | 57.2%-35.2pp |
| Annual return | 19.27% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $436 | $1,462-70.1% | $4,154-89.5% | $2,019-78.4% |
| Participant deferral / active EE | $1,268 | $2,055-38.3% | $5,453-76.7% | $3,358-62.2% |
| Admin fee / account holder | $792 | $2,250-64.8% | $14,116-94.4% | $3,203-75.3% |