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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 | $30,827 | $54,757-43.7% | $90,304-65.9% | $72,975-57.8% |
| Participation rate | 40.7% | 65.2%-24.4pp | 73.3%-32.5pp | 69.5%-28.7pp |
| Annual return | 21.94% | 30.63%-8.7pp | 78.13%-56.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,082 | $2,093-48.3% | $2,855-62.1% | $2,440-55.7% |
| Participant deferral / active EE | $2,171 | $2,887-24.8% | $3,885-44.1% | $3,608-39.8% |
| Admin fee / account holder | $361 | $3,973-90.9% | $5,354-93.3% | $5,124-93.0% |