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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 | $22,611 | $48,078-53.0% | $78,676-71.3% | $62,881-64.0% |
| Participation rate | 23.4% | 65.2%-41.8pp | 73.6%-50.1pp | 69.3%-45.9pp |
| Annual return | 5.98% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $452 | $2,015-77.6% | $2,850-84.1% | $2,281-80.2% |
| Participant deferral / active EE | $1,130 | $2,587-56.3% | $3,517-67.9% | $3,203-64.7% |
| Admin fee / account holder | $1,436 | $3,206-55.2% | $4,510-68.2% | $4,296-66.6% |