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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 | $26,130 | $62,672-58.3% | $185,117-85.9% | $70,126-62.7% |
| Participation rate | 33.8% | 63.8%-30.0pp | 77.3%-43.5pp | 69.5%-35.8pp |
| Annual return | 21.03% | 40.79%-19.8pp | 40.50%-19.5pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,000 | $1,753-42.9% | $4,182-76.1% | $2,343-57.3% |
| Participant deferral / active EE | $1,758 | $3,272-46.3% | $5,045-65.2% | $3,332-47.2% |
| Admin fee / account holder | $464 | $3,932-88.2% | $8,159-94.3% | $4,645-90.0% |