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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 | $31,834 | $81,358-60.9% | $155,556-79.5% | $80,959-60.7% |
| Participation rate | 29.3% | 66.3%-37.0pp | 78.2%-49.0pp | 67.7%-38.4pp |
| Annual return | 14.29% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $509 | $3,106-83.6% | $4,675-89.1% | $2,757-81.5% |
| Participant deferral / active EE | $1,809 | $3,455-47.6% | $5,631-67.9% | $4,300-57.9% |
| Admin fee / account holder | $494 | $7,994-93.8% | $15,885-96.9% | $6,925-92.9% |