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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 | $26,190 | $71,215-63.2% | $93,696-72.0% | $80,935-67.6% |
| Participation rate | 49.1% | 60.4%-11.3pp | 68.7%-19.6pp | 67.7%-18.6pp |
| Annual return | 17.14% | 11.27%+5.9pp | 133.74%-116.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $859 | $1,565-45.1% | $2,422-64.5% | $2,757-68.8% |
| Participant deferral / active EE | $1,884 | $4,037-53.3% | $4,417-57.3% | $4,299-56.2% |
| Admin fee / account holder | $463 | $6,958-93.3% | $8,287-94.4% | $6,924-93.3% |