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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 | $21,015 | $91,198-77.0% | $178,503-88.2% | $79,856-73.7% |
| Participation rate | 32.8% | 69.2%-36.4pp | 81.9%-49.1pp | 69.6%-36.8pp |
| Annual return | 25.48% | 24.20%+1.3pp | 151.12%-125.6pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,129 | $3,257-65.3% | $5,011-77.5% | $2,471-54.3% |
| Participant deferral / active EE | $1,129 | $3,237-65.1% | $5,202-78.3% | $3,741-69.8% |
| Admin fee / account holder | $739 | $6,748-89.1% | $13,987-94.7% | $5,306-86.1% |