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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 | $30,739 | $70,486-56.4% | $100,535-69.4% | $79,856-61.5% |
| Participation rate | 61.8% | 73.6%-11.9pp | 79.4%-17.7pp | 69.6%-7.9pp |
| Annual return | 17.43% | 21.90%-4.5pp | 30.90%-13.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,383 | $2,165-36.1% | $3,419-59.6% | $2,471-44.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $378 | $4,480-91.6% | $8,085-95.3% | $5,306-92.9% |