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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 | $26,075 | $43,496-40.1% | $161,489-83.9% | $64,340-59.5% |
| Participation rate | 26.8% | 53.5%-26.8pp | 78.7%-51.9pp | 55.2%-28.5pp |
| Annual return | 14.80% | 20.76%-6.0pp | 89.72%-74.9pp | 24.14%-9.3pp |
| Employer contribution / active EE | $849 | $1,431-40.6% | $4,268-80.1% | $1,862-54.4% |
| Participant deferral / active EE | $1,303 | $1,996-34.7% | $5,630-76.8% | $2,980-56.3% |
| Admin fee / account holder | $1,271 | $2,330-45.5% | $16,006-92.1% | $3,703-65.7% |