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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 | $29,567 | $61,356-51.8% | $149,696-80.2% | $71,511-58.7% |
| Participation rate | 55.0% | 62.5%-7.6pp | 78.8%-23.8pp | 67.9%-13.0pp |
| Annual return | 18.48% | 35.86%-17.4pp | 134.46%-116.0pp | 28.86%-10.4pp |
| Employer contribution / active EE | $555 | $2,382-76.7% | $4,821-88.5% | $2,589-78.6% |
| Participant deferral / active EE | $1,671 | $2,920-42.8% | $5,682-70.6% | $4,291-61.1% |
| Admin fee / account holder | $1,301 | $1,263+3.0% | $13,212-90.1% | $1,588-18.1% |