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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 | $25,786 | $76,642-66.4% | $146,866-82.4% | $65,306-60.5% |
| Participation rate | 40.9% | 61.2%-20.3pp | 82.5%-41.6pp | 57.7%-16.8pp |
| Annual return | 15.67% | 33.40%-17.7pp | 102.85%-87.2pp | 21.94%-6.3pp |
| Employer contribution / active EE | $969 | $2,621-63.0% | $4,425-78.1% | $1,967-50.8% |
| Participant deferral / active EE | $1,540 | $4,864-68.3% | $7,759-80.2% | $2,959-48.0% |
| Admin fee / account holder | $4,605 | $3,960+16.3% | $13,620-66.2% | $3,480+32.3% |