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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 | $25,622 | $48,078-46.7% | $78,676-67.4% | $62,881-59.3% |
| Participation rate | 48.8% | 65.2%-16.4pp | 73.6%-24.8pp | 69.3%-20.5pp |
| Annual return | 6.96% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $392 | $2,015-80.5% | $2,850-86.2% | $2,281-82.8% |
| Participant deferral / active EE | $1,740 | $2,587-32.7% | $3,517-50.5% | $3,203-45.7% |
| Admin fee / account holder | $839 | $3,206-73.8% | $4,510-81.4% | $4,296-80.5% |