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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 | $23,268 | $86,050-73.0% | $189,758-87.7% | $94,015-75.3% |
| Participation rate | 40.9% | 68.9%-28.0pp | 79.8%-38.9pp | 70.8%-29.9pp |
| Annual return | 12.10% | 17.77%-5.7pp | 52.62%-40.5pp | 17.84%-5.7pp |
| Employer contribution / active EE | $593 | $2,819-79.0% | $4,767-87.6% | $2,790-78.7% |
| Participant deferral / active EE | $1,506 | $3,349-55.0% | $5,856-74.3% | $4,249-64.6% |
| Admin fee / account holder | $10,722 | $6,627+61.8% | $20,388-47.4% | $8,951+19.8% |