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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 | $28,069 | $47,848-41.3% | $81,473-65.5% | $70,126-60.0% |
| Participation rate | 30.2% | 58.3%-28.1pp | 68.0%-37.8pp | 69.5%-39.4pp |
| Annual return | 18.22% | 27.25%-9.0pp | 38.78%-20.6pp | 73.15%-54.9pp |
| Employer contribution / active EE | $998 | $1,527-34.6% | $2,568-61.1% | $2,343-57.4% |
| Participant deferral / active EE | $2,080 | $2,453-15.2% | $3,537-41.2% | $3,332-37.6% |
| Admin fee / account holder | $1,507 | $3,145-52.1% | $4,561-67.0% | $4,645-67.6% |