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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 | $27,878 | $51,638-46.0% | $68,368-59.2% | $82,448-66.2% |
| Participation rate | 20.5% | 63.6%-43.1pp | 73.8%-53.2pp | 68.1%-47.6pp |
| Annual return | 15.00% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $511 | $2,047-75.0% | $2,649-80.7% | $2,551-80.0% |
| Participant deferral / active EE | $817 | $2,914-72.0% | $4,123-80.2% | $4,139-80.3% |
| Admin fee / account holder | $1,113 | $4,643-76.0% | $5,150-78.4% | $7,234-84.6% |