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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 | $28,907 | $65,712-56.0% | $57,196-49.5% | $273,972-89.4% |
| Participation rate | 68.4% | 78.3%-9.9pp | 75.3%-6.9pp | 83.0%-14.6pp |
| Annual return | 7.05% | 22.01%-15.0pp | 14.59%-7.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $780 | $3,280-76.2% | $2,683-70.9% | $4,869-84.0% |
| Participant deferral / active EE | $1,252 | $3,782-66.9% | $3,096-59.6% | $5,287-76.3% |
| Admin fee / account holder | $874 | $4,838-81.9% | $3,141-72.2% | $10,133-91.4% |