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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 | $28,998 | $57,057-49.2% | $85,009-65.9% | $80,874-64.1% |
| Participation rate | 24.4% | 56.4%-32.0pp | 67.5%-43.1pp | 67.6%-43.3pp |
| Annual return | 13.51% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.1pp |
| Employer contribution / active EE | $560 | $1,799-68.9% | $2,728-79.5% | $2,756-79.7% |
| Participant deferral / active EE | $882 | $3,112-71.6% | $4,522-80.5% | $4,297-79.5% |
| Admin fee / account holder | $412 | $4,986-91.7% | $6,153-93.3% | $6,935-94.1% |