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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 | $30,337 | $103,949-70.8% | $69,182-56.1% | $273,972-88.9% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | 9.61% | 35.28%-25.7pp | -21.93%+31.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $277 | $1,783-84.5% | $1,206-77.0% | $4,869-94.3% |
| Participant deferral / active EE | $3,600 | $2,716+32.5% | $1,897+89.8% | $5,287-31.9% |
| Admin fee / account holder | $377 | $3,671-89.7% | $2,697-86.0% | $10,133-96.3% |