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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 | $28,022 | $76,407-63.3% | $150,298-81.4% | $82,448-66.0% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 16.05% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,002 | $2,614-61.7% | $4,154-75.9% | $2,551-60.7% |
| Participant deferral / active EE | $1,489 | $3,214-53.7% | $5,453-72.7% | $4,139-64.0% |
| Admin fee / account holder | $666 | $6,352-89.5% | $14,116-95.3% | $7,234-90.8% |