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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 | $25,569 | $37,156-31.2% | $83,854-69.5% | $86,983-70.6% |
| Participation rate | 32.3% | 49.1%-16.8pp | 59.1%-26.9pp | 69.5%-37.3pp |
| Annual return | 17.62% | 29.88%-12.3pp | 31.39%-13.8pp | 25.83%-8.2pp |
| Employer contribution / active EE | $460 | $661-30.4% | $1,017-54.8% | $2,584-82.2% |
| Participant deferral / active EE | $1,048 | $1,418-26.1% | $2,035-48.5% | $4,194-75.0% |
| Admin fee / account holder | $1,680 | $2,510-33.0% | $3,197-47.4% | $7,856-78.6% |