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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 | $31,317 | $78,428-60.1% | $95,960-67.4% | $79,852-60.8% |
| Participation rate | 29.8% | 73.5%-43.7pp | 77.1%-47.3pp | 69.6%-39.9pp |
| Annual return | 19.31% | 19.37%-0.1pp | 91.63%-72.3pp | 31.72%-12.4pp |
| Employer contribution / active EE | $691 | $1,945-64.5% | $2,541-72.8% | $2,471-72.0% |
| Participant deferral / active EE | $1,664 | $3,440-51.6% | $4,167-60.1% | $3,740-55.5% |
| Admin fee / account holder | $1,214 | $5,622-78.4% | $6,797-82.1% | $5,306-77.1% |