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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 | $28,454 | $43,730-34.9% | $121,220-76.5% | $64,173-55.7% |
| Participation rate | 51.7% | 58.3%-6.6pp | 71.8%-20.0pp | 69.6%-17.8pp |
| Annual return | 7.34% | 68.94%-61.6pp | 16.94%-9.6pp | 7.63%-0.3pp |
| Employer contribution / active EE | $593 | $1,297-54.2% | $4,023-85.2% | $2,381-75.1% |
| Participant deferral / active EE | $1,649 | $2,281-27.7% | $3,345-50.7% | $3,470-52.5% |
| Admin fee / account holder | $850 | $3,502-75.7% | $5,021-83.1% | $4,887-82.6% |