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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 | $33,998 | $76,407-55.5% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 26.2% | 66.4%-40.2pp | 77.8%-51.6pp | 68.1%-41.9pp |
| Annual return | 18.60% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $459 | $2,614-82.5% | $4,154-89.0% | $2,551-82.0% |
| Participant deferral / active EE | $944 | $3,214-70.6% | $5,453-82.7% | $4,139-77.2% |
| Admin fee / account holder | $1,955 | $6,352-69.2% | $14,116-86.1% | $7,234-73.0% |