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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 | $23,825 | $48,078-50.4% | $78,676-69.7% | $62,881-62.1% |
| Participation rate | 31.3% | 65.2%-34.0pp | 73.6%-42.3pp | 69.3%-38.1pp |
| Annual return | 4.87% | 31.36%-26.5pp | 62.19%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $489 | $2,015-75.7% | $2,850-82.8% | $2,281-78.6% |
| Participant deferral / active EE | $1,220 | $2,587-52.8% | $3,517-65.3% | $3,203-61.9% |
| Admin fee / account holder | $1,188 | $3,206-63.0% | $4,510-73.7% | $4,296-72.4% |