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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 | $28,778 | $56,544-49.1% | $75,501-61.9% | $70,126-59.0% |
| Participation rate | 51.9% | 68.1%-16.2pp | 72.4%-20.4pp | 69.5%-17.6pp |
| Annual return | 17.52% | 23.59%-6.1pp | 27.35%-9.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $619 | $1,817-65.9% | $2,352-73.7% | $2,343-73.6% |
| Participant deferral / active EE | $1,618 | $2,580-37.3% | $3,142-48.5% | $3,332-51.4% |
| Admin fee / account holder | $924 | $3,827-75.8% | $5,801-84.1% | $4,645-80.1% |