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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 | $25,212 | $81,358-69.0% | $155,556-83.8% | $80,959-68.9% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 12.22% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $628 | $3,106-79.8% | $4,675-86.6% | $2,757-77.2% |
| Participant deferral / active EE | $1,337 | $3,455-61.3% | $5,631-76.3% | $4,300-68.9% |
| Admin fee / account holder | $577 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |