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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 | $25,345 | $81,487-68.9% | $102,412-75.3% | $80,935-68.7% |
| Participation rate | 31.3% | 66.8%-35.6pp | 74.5%-43.3pp | 67.7%-36.4pp |
| Annual return | 17.02% | 25.60%-8.6pp | 24.94%-7.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,629 | $3,103-47.5% | $3,870-57.9% | $2,757-40.9% |
| Participant deferral / active EE | $3,329 | $3,871-14.0% | $5,060-34.2% | $4,299-22.6% |
| Admin fee / account holder | $1,241 | $6,717-81.5% | $8,388-85.2% | $6,924-82.1% |