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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 | $21,115 | $47,944-56.0% | $67,834-68.9% | $62,881-66.4% |
| Participation rate | 36.0% | 61.1%-25.1pp | 68.8%-32.8pp | 69.3%-33.3pp |
| Annual return | 7.14% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $628 | $1,562-59.8% | $2,403-73.9% | $2,281-72.5% |
| Participant deferral / active EE | $2,896 | $2,247+28.9% | $3,160-8.4% | $3,203-9.6% |
| Admin fee / account holder | $2,529 | $3,712-31.9% | $4,622-45.3% | $4,296-41.1% |