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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 | $39,174 | $57,590-32.0% | $86,233-54.6% | $82,448-52.5% |
| Participation rate | 38.2% | 57.9%-19.6pp | 69.0%-30.8pp | 68.1%-29.8pp |
| Annual return | 17.54% | 22.41%-4.9pp | 61.39%-43.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $656 | $1,655-60.4% | $2,504-73.8% | $2,551-74.3% |
| Participant deferral / active EE | $1,717 | $3,080-44.3% | $4,559-62.3% | $4,139-58.5% |
| Admin fee / account holder | $573 | $4,730-87.9% | $8,342-93.1% | $7,234-92.1% |