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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 | $24,461 | $46,877-47.8% | $122,354-80.0% | $70,126-65.1% |
| Participation rate | 45.6% | 58.2%-12.7pp | 71.6%-26.1pp | 69.5%-24.0pp |
| Annual return | 13.77% | 24.22%-10.5pp | 30.28%-16.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $673 | $1,288-47.7% | $4,051-83.4% | $2,343-71.3% |
| Participant deferral / active EE | $1,926 | $2,167-11.1% | $3,287-41.4% | $3,332-42.2% |
| Admin fee / account holder | $2,440 | $3,324-26.6% | $5,479-55.5% | $4,645-47.5% |