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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 | $27,379 | $46,688-41.4% | $189,758-85.6% | $69,733-60.7% |
| Participation rate | 20.6% | 61.7%-41.1pp | 79.8%-59.2pp | 62.5%-41.9pp |
| Annual return | 14.64% | 14.35%+0.3pp | 52.62%-38.0pp | 15.22%-0.6pp |
| Employer contribution / active EE | $684 | $1,695-59.7% | $4,767-85.7% | $2,250-69.6% |
| Participant deferral / active EE | $1,133 | $2,143-47.1% | $5,856-80.6% | $3,054-62.9% |
| Admin fee / account holder | $1,924 | $1,700+13.1% | $20,388-90.6% | $3,102-38.0% |