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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 | $32,413 | $59,440-45.5% | $78,004-58.4% | $82,637-60.8% |
| Participation rate | 30.0% | 62.8%-32.8pp | 69.4%-39.4pp | 68.1%-38.1pp |
| Annual return | 18.60% | 40.24%-21.6pp | 31.07%-12.5pp | 53.51%-34.9pp |
| Employer contribution / active EE | $839 | $1,750-52.1% | $2,469-66.0% | $2,552-67.1% |
| Participant deferral / active EE | $1,275 | $3,138-59.4% | $4,092-68.8% | $4,126-69.1% |
| Admin fee / account holder | $4,422 | $5,504-19.7% | $7,578-41.7% | $7,339-39.8% |