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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 | $27,581 | $84,236-67.3% | $170,435-83.8% | $70,126-60.7% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 16.95% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $734 | $3,387-78.3% | $5,432-86.5% | $2,343-68.7% |
| Participant deferral / active EE | $1,388 | $3,086-55.0% | $4,939-71.9% | $3,332-58.3% |
| Admin fee / account holder | $2,769 | $5,698-51.4% | $13,881-80.1% | $4,645-40.4% |