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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 | $23,915 | $45,043-46.9% | $63,005-62.0% | $70,124-65.9% |
| Participation rate | 26.2% | 69.5%-43.3pp | 74.8%-48.6pp | 69.5%-43.4pp |
| Annual return | 13.29% | 18.76%-5.5pp | 87.59%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $545 | $2,052-73.5% | $2,760-80.3% | $2,342-76.7% |
| Participant deferral / active EE | $1,470 | $2,466-40.4% | $3,329-55.8% | $3,332-55.9% |
| Admin fee / account holder | $3,394 | $2,833+19.8% | $3,599-5.7% | $4,645-26.9% |