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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 | $32,010 | $44,425-27.9% | $67,834-52.8% | $55,167-42.0% |
| Participation rate | 25.7% | 59.7%-34.0pp | 68.8%-43.1pp | 69.0%-43.3pp |
| Annual return | 7.76% | 17.80%-10.0pp | 138.47%-130.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $356 | $1,351-73.7% | $2,403-85.2% | $1,963-81.9% |
| Participant deferral / active EE | $1,324 | $2,166-38.9% | $3,160-58.1% | $3,054-56.6% |
| Admin fee / account holder | $1,972 | $530+271.8% | $4,622-57.3% | $504+291.3% |