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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 | $28,108 | $75,541-62.8% | $152,093-81.5% | $82,637-66.0% |
| Participation rate | 48.1% | 66.5%-18.5pp | 77.8%-29.7pp | 68.1%-20.0pp |
| Annual return | 19.55% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $420 | $2,622-84.0% | $4,175-89.9% | $2,552-83.5% |
| Participant deferral / active EE | $2,320 | $3,206-27.6% | $5,451-57.4% | $4,126-43.8% |
| Admin fee / account holder | $1,575 | $6,405-75.4% | $14,497-89.1% | $7,339-78.5% |