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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 | $46,688-35.9% | $189,758-84.2% | $69,733-57.1% |
| Participation rate | 19.1% | 61.7%-42.6pp | 79.8%-60.7pp | 62.5%-43.4pp |
| Annual return | 18.96% | 14.35%+4.6pp | 52.62%-33.7pp | 15.22%+3.7pp |
| Employer contribution / active EE | $456 | $1,695-73.1% | $4,767-90.4% | $2,250-79.7% |
| Participant deferral / active EE | $1,309 | $2,143-38.9% | $5,856-77.6% | $3,054-57.1% |
| Admin fee / account holder | $3,293 | $1,700+93.6% | $20,388-83.8% | $3,102+6.1% |