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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 | $31,071 | $65,034-52.2% | $90,970-65.8% | $79,856-61.1% |
| Participation rate | 29.7% | 61.6%-31.9pp | 69.0%-39.3pp | 69.6%-39.9pp |
| Annual return | 14.67% | 30.45%-15.8pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $568 | $1,247-54.5% | $2,122-73.2% | $2,471-77.0% |
| Participant deferral / active EE | $2,122 | $2,512-15.5% | $3,373-37.1% | $3,741-43.3% |
| Admin fee / account holder | $1,770 | $4,536-61.0% | $5,961-70.3% | $5,306-66.6% |