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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 | $29,519 | $99,345-70.3% | $84,753-65.2% | $273,972-89.2% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 10.62% | 22.93%-12.3pp | 22.78%-12.2pp | 41.46%-30.8pp |
| Employer contribution / active EE | $985 | $4,214-76.6% | $3,574-72.4% | $4,869-79.8% |
| Participant deferral / active EE | $2,019 | $4,270-52.7% | $3,712-45.6% | $5,287-61.8% |
| Admin fee / account holder | $375 | $6,645-94.4% | $5,333-93.0% | $10,133-96.3% |