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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 | $21,219 | $53,777-60.5% | $134,155-84.2% | $79,858-73.4% |
| Participation rate | 29.4% | 58.8%-29.4pp | 72.2%-42.8pp | 69.6%-40.2pp |
| Annual return | 23.38% | 19.01%+4.4pp | 36.34%-13.0pp | 31.72%-8.3pp |
| Employer contribution / active EE | $469 | $1,321-64.5% | $3,705-87.3% | $2,471-81.0% |
| Participant deferral / active EE | $1,730 | $2,420-28.5% | $3,500-50.6% | $3,740-53.7% |
| Admin fee / account holder | $1,000 | $3,984-74.9% | $6,685-85.0% | $5,306-81.1% |