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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 | $32,088 | $73,787-56.5% | $98,716-67.5% | $82,448-61.1% |
| Participation rate | 35.0% | 61.4%-26.4pp | 69.3%-34.3pp | 68.1%-33.1pp |
| Annual return | 16.16% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $348 | $1,511-77.0% | $2,279-84.7% | $2,551-86.4% |
| Participant deferral / active EE | $2,053 | $3,081-33.4% | $4,048-49.3% | $4,139-50.4% |
| Admin fee / account holder | $3,920 | $6,500-39.7% | $8,703-55.0% | $7,234-45.8% |