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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 | $26,325 | $76,371-65.5% | $93,621-71.9% | $72,975-63.9% |
| Participation rate | 33.3% | 71.8%-38.4pp | 75.8%-42.5pp | 69.5%-36.2pp |
| Annual return | 22.70% | 25.82%-3.1pp | 32.76%-10.1pp | 81.01%-58.3pp |
| Employer contribution / active EE | $757 | $2,276-66.8% | $2,719-72.2% | $2,440-69.0% |
| Participant deferral / active EE | $1,996 | $3,538-43.6% | $4,070-50.9% | $3,608-44.7% |
| Admin fee / account holder | $540 | $6,839-92.1% | $7,890-93.2% | $5,124-89.5% |