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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 | $33,994 | $57,119-40.5% | $85,187-60.1% | $80,935-58.0% |
| Participation rate | 23.8% | 56.4%-32.6pp | 67.5%-43.7pp | 67.7%-43.9pp |
| Annual return | 11.65% | 21.70%-10.0pp | 66.67%-55.0pp | 35.66%-24.0pp |
| Employer contribution / active EE | $689 | $1,802-61.7% | $2,732-74.8% | $2,757-75.0% |
| Participant deferral / active EE | $1,725 | $3,115-44.6% | $4,525-61.9% | $4,299-59.9% |
| Admin fee / account holder | $5,889 | $4,990+18.0% | $6,162-4.4% | $6,924-15.0% |