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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 | $30,441 | $43,496-30.0% | $161,489-81.2% | $64,340-52.7% |
| Participation rate | 50.8% | 53.5%-2.7pp | 78.7%-27.9pp | 55.2%-4.4pp |
| Annual return | 14.89% | 20.76%-5.9pp | 89.72%-74.8pp | 24.14%-9.3pp |
| Employer contribution / active EE | $536 | $1,431-62.5% | $4,268-87.4% | $1,862-71.2% |
| Participant deferral / active EE | $2,721 | $1,996+36.3% | $5,630-51.7% | $2,980-8.7% |
| Admin fee / account holder | $8,616 | $2,330+269.7% | $16,006-46.2% | $3,703+132.7% |