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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 | $31,960 | $41,016-22.1% | $152,093-79.0% | $64,097-50.1% |
| Participation rate | 39.1% | 51.3%-12.3pp | 77.8%-38.7pp | 55.2%-16.1pp |
| Annual return | 12.83% | 39.60%-26.8pp | 66.36%-53.5pp | 34.64%-21.8pp |
| Employer contribution / active EE | $698 | $1,342-48.0% | $4,175-83.3% | $1,891-63.1% |
| Participant deferral / active EE | $1,218 | $1,927-36.8% | $5,451-77.6% | $3,080-60.4% |
| Admin fee / account holder | $2,095 | $2,305-9.1% | $14,497-85.5% | $3,454-39.4% |