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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 | $19,442 | $63,082-69.2% | $81,726-76.2% | $79,856-75.7% |
| Participation rate | 26.2% | 67.5%-41.3pp | 72.0%-45.8pp | 69.6%-43.4pp |
| Annual return | 10.77% | 22.66%-11.9pp | 29.49%-18.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $749 | $1,795-58.3% | $4,311-82.6% | $2,471-69.7% |
| Participant deferral / active EE | $1,147 | $2,780-58.8% | $7,108-83.9% | $3,741-69.3% |
| Admin fee / account holder | $375 | $4,428-91.5% | $5,160-92.7% | $5,306-92.9% |