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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 | $45,343-39.6% | $150,298-81.8% | $67,986-59.7% |
| Participation rate | 20.6% | 51.9%-31.3pp | 77.8%-57.2pp | 57.2%-36.6pp |
| Annual return | 14.64% | 33.28%-18.6pp | 62.79%-48.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $684 | $1,462-53.2% | $4,154-83.5% | $2,019-66.1% |
| Participant deferral / active EE | $1,133 | $2,055-44.8% | $5,453-79.2% | $3,358-66.2% |
| Admin fee / account holder | $1,924 | $2,250-14.5% | $14,116-86.4% | $3,203-39.9% |