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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 | $26,077 | $43,496-40.0% | $161,489-83.9% | $64,340-59.5% |
| Participation rate | 47.7% | 53.5%-5.9pp | 78.7%-31.0pp | 55.2%-7.6pp |
| Annual return | 17.39% | 20.76%-3.4pp | 89.72%-72.3pp | 24.14%-6.8pp |
| Employer contribution / active EE | $860 | $1,431-39.9% | $4,268-79.9% | $1,862-53.8% |
| Participant deferral / active EE | $1,158 | $1,996-42.0% | $5,630-79.4% | $2,980-61.1% |
| Admin fee / account holder | $1,530 | $2,330-34.4% | $16,006-90.4% | $3,703-58.7% |