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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 | $20,451 | $48,364-57.7% | $71,796-71.5% | $62,881-67.5% |
| Participation rate | 31.7% | 60.6%-28.9pp | 69.1%-37.4pp | 69.3%-37.6pp |
| Annual return | 14.83% | 13.16%+1.7pp | 78.04%-63.2pp | 20.14%-5.3pp |
| Employer contribution / active EE | $551 | $1,042-47.1% | $1,924-71.3% | $2,281-75.8% |
| Participant deferral / active EE | $1,160 | $2,091-44.5% | $2,794-58.5% | $3,203-63.8% |
| Admin fee / account holder | $605 | $3,771-84.0% | $4,815-87.4% | $4,296-85.9% |