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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 | $27,286 | $52,279-47.8% | $89,435-69.5% | $79,856-65.8% |
| Participation rate | 48.0% | 57.5%-9.5pp | 68.0%-20.0pp | 69.6%-21.6pp |
| Annual return | 20.62% | 22.16%-1.5pp | 245.55%-224.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $862 | $1,572-45.1% | $2,587-66.7% | $2,471-65.1% |
| Participant deferral / active EE | $1,912 | $2,740-30.2% | $3,890-50.8% | $3,741-48.9% |
| Admin fee / account holder | $1,061 | $3,356-68.4% | $4,884-78.3% | $5,306-80.0% |