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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 | $31,400 | $84,236-62.7% | $170,435-81.6% | $70,126-55.2% |
| Participation rate | 47.5% | 70.8%-23.3pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 15.39% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $802 | $3,387-76.3% | $5,432-85.2% | $2,343-65.7% |
| Participant deferral / active EE | $1,005 | $3,086-67.4% | $4,939-79.7% | $3,332-69.8% |
| Admin fee / account holder | $2,684 | $5,698-52.9% | $13,881-80.7% | $4,645-42.2% |