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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 | $19,983 | $43,496-54.1% | $161,489-87.6% | $64,340-68.9% |
| Participation rate | 31.4% | 53.5%-22.1pp | 78.7%-47.3pp | 55.2%-23.8pp |
| Annual return | 14.93% | 20.76%-5.8pp | 89.72%-74.8pp | 24.14%-9.2pp |
| Employer contribution / active EE | $482 | $1,431-66.3% | $4,268-88.7% | $1,862-74.1% |
| Participant deferral / active EE | $771 | $1,996-61.4% | $5,630-86.3% | $2,980-74.1% |
| Admin fee / account holder | $1,351 | $2,330-42.0% | $16,006-91.6% | $3,703-63.5% |