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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 | $18,012 | $63,845-71.8% | $81,370-77.9% | $80,959-77.8% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.7%-42.7pp |
| Annual return | 13.62% | 16.37%-2.7pp | 24.85%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $754 | $1,980-61.9% | $2,464-69.4% | $2,757-72.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,866 | $5,688+20.7% | $5,749+19.4% | $6,925-0.9% |