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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 | $24,040 | $53,774-55.3% | $134,162-82.1% | $79,852-69.9% |
| Participation rate | 46.2% | 58.8%-12.5pp | 72.2%-26.0pp | 69.6%-23.4pp |
| Annual return | 12.07% | 19.01%-6.9pp | 36.35%-24.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $923 | $1,322-30.2% | $3,705-75.1% | $2,471-62.7% |
| Participant deferral / active EE | $1,428 | $2,420-41.0% | $3,500-59.2% | $3,740-61.8% |
| Admin fee / account holder | $1,462 | $3,985-63.3% | $6,685-78.1% | $5,306-72.5% |