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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 | $57,073-49.2% | $85,126-65.9% | $80,925-64.2% |
| Participation rate | 24.4% | 56.4%-32.0pp | 67.5%-43.1pp | 67.7%-43.3pp |
| Annual return | 13.51% | 21.69%-8.2pp | 66.63%-53.1pp | 35.65%-22.1pp |
| Employer contribution / active EE | $560 | $1,801-68.9% | $2,731-79.5% | $2,756-79.7% |
| Participant deferral / active EE | $882 | $3,113-71.7% | $4,523-80.5% | $4,299-79.5% |
| Admin fee / account holder | $412 | $4,988-91.7% | $6,160-93.3% | $6,940-94.1% |