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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 | $45,343-32.9% | $150,298-79.7% | $67,986-55.2% |
| Participation rate | 50.8% | 51.9%-1.1pp | 77.8%-27.0pp | 57.2%-6.4pp |
| Annual return | 14.89% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $536 | $1,462-63.3% | $4,154-87.1% | $2,019-73.4% |
| Participant deferral / active EE | $2,721 | $2,055+32.4% | $5,453-50.1% | $3,358-19.0% |
| Admin fee / account holder | $8,616 | $2,250+283.0% | $14,116-39.0% | $3,203+169.0% |