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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 | $35,194 | $58,312-39.6% | $86,656-59.4% | $71,529-50.8% |
| Participation rate | 30.5% | 65.0%-34.5pp | 71.7%-41.2pp | 67.9%-37.4pp |
| Annual return | 17.53% | 24.08%-6.6pp | 593.09%-575.6pp | 28.97%-11.4pp |
| Employer contribution / active EE | $647 | $2,576-74.9% | $3,025-78.6% | $2,590-75.0% |
| Participant deferral / active EE | $1,797 | $3,439-47.7% | $4,439-59.5% | $4,291-58.1% |
| Admin fee / account holder | $1,451 | $1,057+37.3% | $5,619-74.2% | $1,588-8.7% |