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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 | $28,443 | $53,774-47.1% | $134,162-78.8% | $79,852-64.4% |
| Participation rate | 45.0% | 58.8%-13.8pp | 72.2%-27.2pp | 69.6%-24.6pp |
| Annual return | 10.48% | 19.01%-8.5pp | 36.35%-25.9pp | 31.72%-21.2pp |
| Employer contribution / active EE | $967 | $1,322-26.8% | $3,705-73.9% | $2,471-60.9% |
| Participant deferral / active EE | $918 | $2,420-62.0% | $3,500-73.8% | $3,740-75.4% |
| Admin fee / account holder | $1,240 | $3,985-68.9% | $6,685-81.5% | $5,306-76.6% |