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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 | $31,846 | $54,541-41.6% | $78,778-59.6% | $70,126-54.6% |
| Participation rate | 20.0% | 60.8%-40.8pp | 69.2%-49.2pp | 69.5%-49.5pp |
| Annual return | 26.74% | 21.07%+5.7pp | 35.62%-8.9pp | 73.15%-46.4pp |
| Employer contribution / active EE | $215 | $1,089-80.3% | $1,986-89.2% | $2,343-90.8% |
| Participant deferral / active EE | $1,034 | $2,210-53.2% | $2,958-65.1% | $3,332-69.0% |
| Admin fee / account holder | $692 | $3,709-81.3% | $5,134-86.5% | $4,645-85.1% |