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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 | $30,381 | $71,208-57.3% | $93,681-67.6% | $80,911-62.5% |
| Participation rate | 19.7% | 60.4%-40.7pp | 68.7%-49.1pp | 67.6%-48.0pp |
| Annual return | 20.49% | 11.27%+9.2pp | 133.47%-113.0pp | 35.63%-15.1pp |
| Employer contribution / active EE | $482 | $1,564-69.2% | $2,422-80.1% | $2,756-82.5% |
| Participant deferral / active EE | $1,347 | $4,035-66.6% | $4,415-69.5% | $4,297-68.7% |
| Admin fee / account holder | $409 | $6,951-94.1% | $8,290-95.1% | $6,935-94.1% |