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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 | $20,150 | $45,082-55.3% | $69,464-71.0% | $72,975-72.4% |
| Participation rate | 32.6% | 68.5%-35.9pp | 74.6%-42.0pp | 69.5%-36.9pp |
| Annual return | 25.24% | 22.66%+2.6pp | 28.98%-3.7pp | 81.01%-55.8pp |
| Employer contribution / active EE | $698 | $2,055-66.1% | $2,779-74.9% | $2,440-71.4% |
| Participant deferral / active EE | $1,990 | $2,604-23.6% | $3,536-43.7% | $3,608-44.8% |
| Admin fee / account holder | $2,454 | $3,057-19.7% | $3,840-36.1% | $5,124-52.1% |