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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 | $27,926 | $81,358-65.7% | $155,556-82.0% | $80,959-65.5% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 12.33% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $950 | $3,106-69.4% | $4,675-79.7% | $2,757-65.6% |
| Participant deferral / active EE | $2,092 | $3,455-39.5% | $5,631-62.8% | $4,300-51.4% |
| Admin fee / account holder | $2,600 | $7,994-67.5% | $15,885-83.6% | $6,925-62.5% |