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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 | $26,748 | $52,682-49.2% | $78,004-65.7% | $64,097-58.3% |
| Participation rate | 29.3% | 47.7%-18.4pp | 69.4%-40.2pp | 55.2%-25.9pp |
| Annual return | 17.72% | 22.45%-4.7pp | 31.07%-13.4pp | 34.64%-16.9pp |
| Employer contribution / active EE | $411 | $1,323-68.9% | $2,469-83.3% | $1,891-78.3% |
| Participant deferral / active EE | $1,160 | $2,346-50.5% | $4,092-71.6% | $3,080-62.3% |
| Admin fee / account holder | $1,634 | $5,420-69.9% | $7,578-78.4% | $3,454-52.7% |