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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 | $31,247 | $46,688-33.1% | $189,758-83.5% | $69,733-55.2% |
| Participation rate | 29.5% | 61.7%-32.2pp | 79.8%-50.3pp | 62.5%-32.9pp |
| Annual return | 10.29% | 14.35%-4.1pp | 52.62%-42.3pp | 15.22%-4.9pp |
| Employer contribution / active EE | $573 | $1,695-66.2% | $4,767-88.0% | $2,250-74.5% |
| Participant deferral / active EE | $1,001 | $2,143-53.3% | $5,856-82.9% | $3,054-67.2% |
| Admin fee / account holder | $3,058 | $1,700+79.9% | $20,388-85.0% | $3,102-1.4% |