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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 | $23,467 | $76,407-69.3% | $150,298-84.4% | $82,448-71.5% |
| Participation rate | 30.0% | 66.4%-36.4pp | 77.8%-47.8pp | 68.1%-38.1pp |
| Annual return | 18.61% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $556 | $2,614-78.7% | $4,154-86.6% | $2,551-78.2% |
| Participant deferral / active EE | $1,189 | $3,214-63.0% | $5,453-78.2% | $4,139-71.3% |
| Admin fee / account holder | $2,326 | $6,352-63.4% | $14,116-83.5% | $7,234-67.8% |