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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 | $30,643 | $47,848-36.0% | $81,473-62.4% | $70,124-56.3% |
| Participation rate | 16.7% | 58.3%-41.6pp | 68.0%-51.3pp | 69.5%-52.9pp |
| Annual return | 15.78% | 27.25%-11.5pp | 38.78%-23.0pp | 73.14%-57.4pp |
| Employer contribution / active EE | $371 | $1,527-75.7% | $2,568-85.6% | $2,342-84.2% |
| Participant deferral / active EE | $1,312 | $2,453-46.5% | $3,537-62.9% | $3,332-60.6% |
| Admin fee / account holder | $643 | $3,145-79.5% | $4,561-85.9% | $4,645-86.2% |