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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 | $31,121 | $91,179-65.9% | $178,499-82.6% | $79,852-61.0% |
| Participation rate | 59.0% | 69.2%-10.2pp | 81.9%-23.0pp | 69.6%-10.7pp |
| Annual return | 10.48% | 24.19%-13.7pp | 151.10%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $793 | $3,256-75.6% | $5,011-84.2% | $2,471-67.9% |
| Participant deferral / active EE | $2,756 | $3,236-14.8% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $1,363 | $6,749-79.8% | $13,986-90.3% | $5,306-74.3% |