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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 | $23,824 | $45,050-47.1% | $63,018-62.2% | $70,126-66.0% |
| Participation rate | 36.6% | 69.5%-32.9pp | 74.8%-38.2pp | 69.5%-32.9pp |
| Annual return | 11.97% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $597 | $2,052-70.9% | $2,761-78.4% | $2,343-74.5% |
| Participant deferral / active EE | $1,590 | $2,466-35.5% | $3,330-52.2% | $3,332-52.3% |
| Admin fee / account holder | $1,276 | $2,834-55.0% | $3,601-64.6% | $4,645-72.5% |