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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 | $28,720 | $93,064-69.1% | $74,577-61.5% | $273,972-89.5% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | 6.56% | 26.18%-19.6pp | 20.47%-13.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $776 | $3,160-75.4% | $2,525-69.3% | $4,869-84.1% |
| Participant deferral / active EE | $1,257 | $4,160-69.8% | $3,458-63.7% | $5,287-76.2% |
| Admin fee / account holder | $379 | $5,273-92.8% | $4,138-90.8% | $10,133-96.3% |