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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 | $29,153 | $53,127-45.1% | $86,597-66.3% | $70,131-58.4% |
| Participation rate | 26.0% | 65.3%-39.3pp | 73.5%-47.5pp | 69.5%-43.5pp |
| Annual return | 14.05% | 27.66%-13.6pp | 964.96%-950.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $517 | $2,068-75.0% | $2,840-81.8% | $2,342-77.9% |
| Participant deferral / active EE | $1,360 | $2,696-49.6% | $3,609-62.3% | $3,332-59.2% |
| Admin fee / account holder | $1,050 | $3,585-70.7% | $4,906-78.6% | $4,645-77.4% |