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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 | $24,918 | $46,732-46.7% | $156,551-84.1% | $55,167-54.8% |
| Participation rate | 28.6% | 65.8%-37.2pp | 84.0%-55.4pp | 69.0%-40.4pp |
| Annual return | 5.43% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $275 | $2,105-86.9% | $5,501-95.0% | $1,963-86.0% |
| Participant deferral / active EE | $733 | $2,204-66.8% | $4,871-85.0% | $3,054-76.0% |
| Admin fee / account holder | $589 | $418+40.9% | $13,028-95.5% | $504+17.0% |