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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 | $27,415 | $46,688-41.3% | $189,758-85.6% | $69,733-60.7% |
| Participation rate | 39.6% | 61.7%-22.1pp | 79.8%-40.2pp | 62.5%-22.8pp |
| Annual return | 24.45% | 14.35%+10.1pp | 52.62%-28.2pp | 15.22%+9.2pp |
| Employer contribution / active EE | $789 | $1,695-53.5% | $4,767-83.5% | $2,250-65.0% |
| Participant deferral / active EE | $2,339 | $2,143+9.2% | $5,856-60.1% | $3,054-23.4% |
| Admin fee / account holder | $7,663 | $1,700+350.7% | $20,388-62.4% | $3,102+147.0% |