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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 | $41,016-31.8% | $152,093-81.6% | $64,097-56.4% |
| Participation rate | 31.5% | 51.3%-19.9pp | 77.8%-46.3pp | 55.2%-23.7pp |
| Annual return | 19.24% | 39.60%-20.4pp | 66.36%-47.1pp | 34.64%-15.4pp |
| Employer contribution / active EE | $425 | $1,342-68.4% | $4,175-89.8% | $1,891-77.5% |
| Participant deferral / active EE | $811 | $1,927-57.9% | $5,451-85.1% | $3,080-73.7% |
| Admin fee / account holder | $1,043 | $2,305-54.8% | $14,497-92.8% | $3,454-69.8% |