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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 | $33,812 | $54,757-38.3% | $90,300-62.6% | $72,983-53.7% |
| Participation rate | 43.2% | 65.1%-22.0pp | 73.3%-30.1pp | 69.5%-26.3pp |
| Annual return | 21.05% | 30.63%-9.6pp | 78.11%-57.1pp | 81.01%-60.0pp |
| Employer contribution / active EE | $470 | $2,092-77.6% | $2,854-83.5% | $2,440-80.8% |
| Participant deferral / active EE | $881 | $2,887-69.5% | $3,884-77.3% | $3,608-75.6% |
| Admin fee / account holder | $2,066 | $3,972-48.0% | $5,353-61.4% | $5,124-59.7% |