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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 | $81,262-65.6% | $155,602-82.1% | $80,911-65.5% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.6%-19.4pp |
| Annual return | 12.33% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $950 | $3,102-69.4% | $4,675-79.7% | $2,756-65.5% |
| Participant deferral / active EE | $2,092 | $3,451-39.4% | $5,629-62.8% | $4,297-51.3% |
| Admin fee / account holder | $2,600 | $7,992-67.5% | $15,923-83.7% | $6,935-62.5% |