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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 | $30,937 | $64,909-52.3% | $82,312-62.4% | $62,293-50.3% |
| Participation rate | 54.5% | 74.9%-20.4pp | 76.9%-22.4pp | 69.5%-15.1pp |
| Annual return | 16.87% | 21.18%-4.3pp | 25.88%-9.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $701 | $1,676-58.2% | $2,428-71.1% | $2,042-65.7% |
| Participant deferral / active EE | $1,477 | $3,103-52.4% | $3,706-60.1% | $3,169-53.4% |
| Admin fee / account holder | $358 | $440-18.5% | $5,608-93.6% | $479-25.2% |