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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 | $29,933 | $77,920-61.6% | $149,723-80.0% | $75,177-60.2% |
| Participation rate | 51.4% | 65.6%-14.2pp | 78.8%-27.4pp | 67.2%-15.8pp |
| Annual return | 13.55% | 31.72%-18.2pp | 134.50%-120.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $529 | $3,138-83.1% | $4,821-89.0% | $2,671-80.2% |
| Participant deferral / active EE | $2,286 | $3,411-33.0% | $5,682-59.8% | $4,126-44.6% |
| Admin fee / account holder | $3,244 | $5,951-45.5% | $13,215-75.5% | $5,651-42.6% |