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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 | $23,267 | $52,580-55.8% | $71,671-67.5% | $70,126-66.8% |
| Participation rate | 33.3% | 60.9%-27.5pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 13.79% | 20.25%-6.5pp | 20.65%-6.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $938 | $1,616-41.9% | $2,460-61.9% | $2,343-60.0% |
| Participant deferral / active EE | $1,266 | $2,386-47.0% | $3,438-63.2% | $3,332-62.0% |
| Admin fee / account holder | $531 | $3,653-85.5% | $5,558-90.5% | $4,645-88.6% |