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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 | $36,948-30.8% | $73,658-65.3% | $87,485-70.8% |
| Participation rate | 32.3% | 46.8%-14.6pp | 57.0%-24.8pp | 68.9%-36.7pp |
| Annual return | 17.62% | 28.64%-11.0pp | 29.72%-12.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $460 | $670-31.4% | $1,032-55.5% | $2,596-82.3% |
| Participant deferral / active EE | $1,048 | $1,379-24.0% | $2,062-49.2% | $4,274-75.5% |
| Admin fee / account holder | $1,680 | $2,531-33.6% | $3,357-49.9% | $7,775-78.4% |