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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 | $30,926 | $36,948-16.3% | $73,658-58.0% | $87,485-64.6% |
| Participation rate | 33.3% | 46.8%-13.5pp | 57.0%-23.7pp | 68.9%-35.6pp |
| Annual return | 17.35% | 28.64%-11.3pp | 29.72%-12.4pp | 26.06%-8.7pp |
| Employer contribution / active EE | $478 | $670-28.6% | $1,032-53.7% | $2,596-81.6% |
| Participant deferral / active EE | $1,077 | $1,379-21.9% | $2,062-47.8% | $4,274-74.8% |
| Admin fee / account holder | $1,945 | $2,531-23.1% | $3,357-42.0% | $7,775-75.0% |