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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 | $27,344 | $46,732-41.5% | $156,551-82.5% | $55,167-50.4% |
| Participation rate | 49.2% | 65.8%-16.6pp | 84.0%-34.8pp | 69.0%-19.7pp |
| Annual return | 5.30% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $692 | $2,105-67.1% | $5,501-87.4% | $1,963-64.8% |
| Participant deferral / active EE | $1,414 | $2,204-35.9% | $4,871-71.0% | $3,054-53.7% |
| Admin fee / account holder | $585 | $418+39.9% | $13,028-95.5% | $504+16.1% |