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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 | $29,698 | $77,638-61.7% | $156,551-81.0% | $62,881-52.8% |
| Participation rate | 29.7% | 71.2%-41.5pp | 84.0%-54.3pp | 69.3%-39.6pp |
| Annual return | 6.74% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $669 | $3,444-80.6% | $5,501-87.8% | $2,281-70.7% |
| Participant deferral / active EE | $1,272 | $3,046-58.2% | $4,871-73.9% | $3,203-60.3% |
| Admin fee / account holder | $7,195 | $5,561+29.4% | $13,028-44.8% | $4,296+67.5% |