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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 | $43,749-54.3% | $158,223-87.4% | $65,306-69.4% |
| Participation rate | 31.4% | 56.9%-25.4pp | 79.2%-47.8pp | 57.7%-26.2pp |
| Annual return | 14.93% | 19.41%-4.5pp | 52.09%-37.2pp | 21.94%-7.0pp |
| Employer contribution / active EE | $482 | $1,497-67.8% | $4,109-88.3% | $1,967-75.5% |
| Participant deferral / active EE | $771 | $2,019-61.8% | $5,467-85.9% | $2,959-73.9% |
| Admin fee / account holder | $1,351 | $1,930-30.0% | $16,047-91.6% | $3,480-61.2% |