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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 | $38,900 | $71,197-45.4% | $93,669-58.5% | $80,925-51.9% |
| Participation rate | 22.0% | 60.4%-38.4pp | 68.7%-46.7pp | 67.7%-45.6pp |
| Annual return | 15.00% | 11.27%+3.7pp | 133.59%-118.6pp | 35.65%-20.6pp |
| Employer contribution / active EE | $700 | $1,565-55.3% | $2,424-71.1% | $2,756-74.6% |
| Participant deferral / active EE | $2,926 | $4,036-27.5% | $4,416-33.7% | $4,299-31.9% |
| Admin fee / account holder | $707 | $6,959-89.8% | $8,291-91.5% | $6,940-89.8% |