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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 | $43,496-31.2% | $161,489-81.5% | $64,340-53.5% |
| Participation rate | 19.1% | 53.5%-34.5pp | 78.7%-59.6pp | 55.2%-36.2pp |
| Annual return | 18.96% | 20.76%-1.8pp | 89.72%-70.8pp | 24.14%-5.2pp |
| Employer contribution / active EE | $456 | $1,431-68.1% | $4,268-89.3% | $1,862-75.5% |
| Participant deferral / active EE | $1,309 | $1,996-34.4% | $5,630-76.7% | $2,980-56.1% |
| Admin fee / account holder | $3,293 | $2,330+41.3% | $16,006-79.4% | $3,703-11.1% |