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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 | $29,930 | $45,343-34.0% | $150,298-80.1% | $67,986-56.0% |
| Participation rate | 19.1% | 51.9%-32.8pp | 77.8%-58.7pp | 57.2%-38.1pp |
| Annual return | 18.96% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $456 | $1,462-68.8% | $4,154-89.0% | $2,019-77.4% |
| Participant deferral / active EE | $1,309 | $2,055-36.3% | $5,453-76.0% | $3,358-61.0% |
| Admin fee / account holder | $3,293 | $2,250+46.4% | $14,116-76.7% | $3,203+2.8% |