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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 | $26,101 | $73,787-64.6% | $98,716-73.6% | $82,448-68.3% |
| Participation rate | 32.8% | 61.4%-28.6pp | 69.3%-36.5pp | 68.1%-35.3pp |
| Annual return | 15.89% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $374 | $1,511-75.3% | $2,279-83.6% | $2,551-85.3% |
| Participant deferral / active EE | $1,700 | $3,081-44.8% | $4,048-58.0% | $4,139-58.9% |
| Admin fee / account holder | $2,981 | $6,500-54.1% | $8,703-65.7% | $7,234-58.8% |