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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 | $27,955 | $45,343-38.3% | $150,298-81.4% | $67,986-58.9% |
| Participation rate | 31.5% | 51.9%-20.4pp | 77.8%-46.3pp | 57.2%-25.7pp |
| Annual return | 19.24% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $425 | $1,462-70.9% | $4,154-89.8% | $2,019-79.0% |
| Participant deferral / active EE | $811 | $2,055-60.5% | $5,453-85.1% | $3,358-75.9% |
| Admin fee / account holder | $1,043 | $2,250-53.6% | $14,116-92.6% | $3,203-67.4% |