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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 | $31,014 | $46,599-33.4% | $64,101-51.6% | $75,173-58.7% |
| Participation rate | 21.4% | 65.9%-44.5pp | 72.3%-50.9pp | 67.2%-45.8pp |
| Annual return | 17.47% | 26.06%-8.6pp | 33.72%-16.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $735 | $1,975-62.8% | $2,749-73.3% | $2,671-72.5% |
| Participant deferral / active EE | $815 | $2,837-71.3% | $3,881-79.0% | $4,126-80.2% |
| Admin fee / account holder | $1,567 | $2,956-47.0% | $3,070-49.0% | $5,651-72.3% |