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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 | $27,092 | $57,140-52.6% | $85,240-68.2% | $80,959-66.5% |
| Participation rate | 23.4% | 56.4%-33.0pp | 67.5%-44.1pp | 67.7%-44.3pp |
| Annual return | 19.58% | 21.71%-2.1pp | 66.75%-47.2pp | 35.67%-16.1pp |
| Employer contribution / active EE | $364 | $1,802-79.8% | $2,735-86.7% | $2,757-86.8% |
| Participant deferral / active EE | $2,708 | $3,115-13.1% | $4,527-40.2% | $4,300-37.0% |
| Admin fee / account holder | $3,393 | $4,992-32.0% | $6,165-45.0% | $6,925-51.0% |