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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 | $26,161 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 25.8% | 66.4%-40.6pp | 77.8%-52.0pp | 68.1%-42.3pp |
| Annual return | 17.95% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $826 | $2,614-68.4% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $1,248 | $3,214-61.2% | $5,453-77.1% | $4,139-69.9% |
| Admin fee / account holder | $1,686 | $6,352-73.5% | $14,116-88.1% | $7,234-76.7% |