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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 | $30,845 | $76,407-59.6% | $150,298-79.5% | $82,448-62.6% |
| Participation rate | 25.9% | 66.4%-40.5pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 17.91% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $494 | $2,614-81.1% | $4,154-88.1% | $2,551-80.6% |
| Participant deferral / active EE | $1,702 | $3,214-47.0% | $5,453-68.8% | $4,139-58.9% |
| Admin fee / account holder | $1,249 | $6,352-80.3% | $14,116-91.1% | $7,234-82.7% |