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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 | $59,419 | $76,407-22.2% | $150,298-60.5% | $82,448-27.9% |
| Participation rate | 30.8% | 66.4%-35.6pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 21.14% | 39.99%-18.9pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,006 | $2,614-61.5% | $4,154-75.8% | $2,551-60.5% |
| Participant deferral / active EE | $942 | $3,214-70.7% | $5,453-82.7% | $4,139-77.2% |
| Admin fee / account holder | $3,033 | $6,352-52.3% | $14,116-78.5% | $7,234-58.1% |