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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 | $29,295 | $75,541-61.2% | $152,093-80.7% | $82,637-64.5% |
| Participation rate | 38.9% | 66.5%-27.7pp | 77.8%-38.9pp | 68.1%-29.2pp |
| Annual return | 13.87% | 32.56%-18.7pp | 66.36%-52.5pp | 53.51%-39.6pp |
| Employer contribution / active EE | $490 | $2,622-81.3% | $4,175-88.3% | $2,552-80.8% |
| Participant deferral / active EE | $1,205 | $3,206-62.4% | $5,451-77.9% | $4,126-70.8% |
| Admin fee / account holder | $2,874 | $6,405-55.1% | $14,497-80.2% | $7,339-60.8% |