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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 | $77,814-62.4% | $158,223-81.5% | $86,983-66.3% |
| Participation rate | 38.9% | 68.4%-29.5pp | 79.2%-40.3pp | 69.5%-30.7pp |
| Annual return | 13.87% | 30.54%-16.7pp | 52.09%-38.2pp | 25.83%-12.0pp |
| Employer contribution / active EE | $490 | $2,592-81.1% | $4,109-88.1% | $2,584-81.0% |
| Participant deferral / active EE | $1,205 | $3,270-63.2% | $5,467-78.0% | $4,194-71.3% |
| Admin fee / account holder | $2,874 | $5,879-51.1% | $16,047-82.1% | $7,856-63.4% |