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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 | $25,910 | $71,230-63.6% | $93,727-72.4% | $80,959-68.0% |
| Participation rate | 4.9% | 60.4%-55.5pp | 68.7%-63.8pp | 67.7%-62.8pp |
| Annual return | 17.71% | 11.26%+6.5pp | 133.83%-116.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,509 | $1,565-3.6% | $2,421-37.7% | $2,757-45.3% |
| Participant deferral / active EE | $3,255 | $4,037-19.4% | $4,417-26.3% | $4,300-24.3% |
| Admin fee / account holder | $3,003 | $6,961-56.9% | $8,292-63.8% | $6,925-56.6% |