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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 | $34,255 | $71,230-51.9% | $93,727-63.5% | $80,959-57.7% |
| Participation rate | 53.1% | 60.4%-7.3pp | 68.7%-15.6pp | 67.7%-14.6pp |
| Annual return | 10.18% | 11.26%-1.1pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $533 | $1,565-66.0% | $2,421-78.0% | $2,757-80.7% |
| Participant deferral / active EE | $2,259 | $4,037-44.0% | $4,417-48.9% | $4,300-47.5% |
| Admin fee / account holder | $3,798 | $6,961-45.4% | $8,292-54.2% | $6,925-45.2% |