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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 | $27,872 | $58,057-52.0% | $97,032-71.3% | $86,983-68.0% |
| Participation rate | 13.0% | 60.4%-47.4pp | 71.6%-58.6pp | 69.5%-56.6pp |
| Annual return | 16.42% | 22.26%-5.8pp | 35.38%-19.0pp | 25.83%-9.4pp |
| Employer contribution / active EE | $210 | $1,663-87.3% | $2,629-92.0% | $2,584-91.9% |
| Participant deferral / active EE | $1,298 | $3,244-60.0% | $4,672-72.2% | $4,194-69.0% |
| Admin fee / account holder | $907 | $4,839-81.3% | $9,418-90.4% | $7,856-88.5% |