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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 | $30,662 | $81,358-62.3% | $155,556-80.3% | $80,959-62.1% |
| Participation rate | 32.9% | 66.3%-33.4pp | 78.2%-45.3pp | 67.7%-34.8pp |
| Annual return | 11.66% | 33.39%-21.7pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $458 | $3,106-85.3% | $4,675-90.2% | $2,757-83.4% |
| Participant deferral / active EE | $1,281 | $3,455-62.9% | $5,631-77.2% | $4,300-70.2% |
| Admin fee / account holder | $693 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |