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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 | $23,709 | $78,690-69.9% | $161,489-85.3% | $87,485-72.9% |
| Participation rate | 48.3% | 67.5%-19.1pp | 78.7%-30.4pp | 68.9%-20.6pp |
| Annual return | 21.43% | 32.74%-11.3pp | 89.72%-68.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $525 | $2,588-79.7% | $4,268-87.7% | $2,596-79.8% |
| Participant deferral / active EE | $3,007 | $3,311-9.2% | $5,630-46.6% | $4,274-29.6% |
| Admin fee / account holder | $2,535 | $6,724-62.3% | $16,006-84.2% | $7,775-67.4% |