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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 | $26,520 | $52,306-49.3% | $69,779-62.0% | $62,881-57.8% |
| Participation rate | 41.6% | 67.2%-25.7pp | 71.8%-30.3pp | 69.3%-27.7pp |
| Annual return | 11.14% | 13.35%-2.2pp | 12.99%-1.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $883 | $1,799-50.9% | $2,338-62.3% | $2,281-61.3% |
| Participant deferral / active EE | $1,326 | $2,395-44.7% | $2,931-54.8% | $3,203-58.6% |
| Admin fee / account holder | $5,805 | $3,691+57.3% | $4,381+32.5% | $4,296+35.1% |