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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 | $32,240 | $84,236-61.7% | $170,435-81.1% | $70,126-54.0% |
| Participation rate | 21.1% | 70.8%-49.8pp | 83.6%-62.5pp | 69.5%-48.5pp |
| Annual return | 20.78% | 23.06%-2.3pp | 205.94%-185.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $389 | $3,387-88.5% | $5,432-92.8% | $2,343-83.4% |
| Participant deferral / active EE | $1,098 | $3,086-64.4% | $4,939-77.8% | $3,332-67.0% |
| Admin fee / account holder | $395 | $5,698-93.1% | $13,881-97.2% | $4,645-91.5% |