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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 | $75,541-68.6% | $152,093-84.4% | $82,637-71.3% |
| Participation rate | 48.3% | 66.5%-18.2pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 21.43% | 32.56%-11.1pp | 66.36%-44.9pp | 53.51%-32.1pp |
| Employer contribution / active EE | $525 | $2,622-80.0% | $4,175-87.4% | $2,552-79.4% |
| Participant deferral / active EE | $3,007 | $3,206-6.2% | $5,451-44.8% | $4,126-27.1% |
| Admin fee / account holder | $2,535 | $6,405-60.4% | $14,497-82.5% | $7,339-65.5% |