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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 | $43,496-37.1% | $161,489-83.0% | $64,340-57.4% |
| Participation rate | 20.6% | 53.5%-32.9pp | 78.7%-58.1pp | 55.2%-34.7pp |
| Annual return | 14.64% | 20.76%-6.1pp | 89.72%-75.1pp | 24.14%-9.5pp |
| Employer contribution / active EE | $684 | $1,431-52.2% | $4,268-84.0% | $1,862-63.3% |
| Participant deferral / active EE | $1,133 | $1,996-43.2% | $5,630-79.9% | $2,980-62.0% |
| Admin fee / account holder | $1,924 | $2,330-17.4% | $16,006-88.0% | $3,703-48.0% |