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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 | $24,240 | $46,877-48.3% | $122,354-80.2% | $70,126-65.4% |
| Participation rate | 25.0% | 58.2%-33.2pp | 71.6%-46.6pp | 69.5%-44.5pp |
| Annual return | 13.96% | 24.22%-10.3pp | 30.28%-16.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $560 | $1,288-56.6% | $4,051-86.2% | $2,343-76.1% |
| Participant deferral / active EE | $1,562 | $2,167-27.9% | $3,287-52.5% | $3,332-53.1% |
| Admin fee / account holder | $590 | $3,324-82.3% | $5,479-89.2% | $4,645-87.3% |