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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 | $31,238 | $106,864-70.8% | $147,318-78.8% | $82,637-62.2% |
| Participation rate | 28.8% | 75.5%-46.7pp | 82.1%-53.2pp | 68.1%-39.2pp |
| Annual return | 19.61% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,108 | $3,417-67.6% | $4,593-75.9% | $2,552-56.6% |
| Participant deferral / active EE | $3,063 | $6,496-52.8% | $7,906-61.3% | $4,126-25.8% |
| Admin fee / account holder | $1,329 | $8,415-84.2% | $13,708-90.3% | $7,339-81.9% |