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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 | $57,057-52.5% | $85,009-68.1% | $80,874-66.5% |
| Participation rate | 23.4% | 56.4%-33.0pp | 67.5%-44.1pp | 67.6%-44.2pp |
| Annual return | 19.58% | 21.66%-2.1pp | 66.47%-46.9pp | 35.62%-16.0pp |
| Employer contribution / active EE | $364 | $1,799-79.8% | $2,728-86.7% | $2,756-86.8% |
| Participant deferral / active EE | $2,708 | $3,112-13.0% | $4,522-40.1% | $4,297-37.0% |
| Admin fee / account holder | $3,393 | $4,986-32.0% | $6,153-44.9% | $6,935-51.1% |