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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 | $27,848 | $76,407-63.6% | $150,298-81.5% | $82,448-66.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 17.47% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $545 | $2,614-79.1% | $4,154-86.9% | $2,551-78.6% |
| Participant deferral / active EE | $957 | $3,214-70.2% | $5,453-82.5% | $4,139-76.9% |
| Admin fee / account holder | $1,151 | $6,352-81.9% | $14,116-91.8% | $7,234-84.1% |