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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 | $43,496-26.5% | $161,489-80.2% | $64,340-50.3% |
| Participation rate | 39.1% | 53.5%-14.4pp | 78.7%-39.6pp | 55.2%-16.1pp |
| Annual return | 12.83% | 20.76%-7.9pp | 89.72%-76.9pp | 24.14%-11.3pp |
| Employer contribution / active EE | $698 | $1,431-51.2% | $4,268-83.7% | $1,862-62.5% |
| Participant deferral / active EE | $1,218 | $1,996-38.9% | $5,630-78.4% | $2,980-59.1% |
| Admin fee / account holder | $2,095 | $2,330-10.1% | $16,006-86.9% | $3,703-43.4% |