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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 | $27,197 | $46,877-42.0% | $122,354-77.8% | $70,126-61.2% |
| Participation rate | 28.0% | 58.2%-30.2pp | 71.6%-43.6pp | 69.5%-41.5pp |
| Annual return | 17.64% | 24.22%-6.6pp | 30.28%-12.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $361 | $1,288-72.0% | $4,051-91.1% | $2,343-84.6% |
| Participant deferral / active EE | $1,488 | $2,167-31.4% | $3,287-54.7% | $3,332-55.4% |
| Admin fee / account holder | $1,941 | $3,324-41.6% | $5,479-64.6% | $4,645-58.2% |