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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 | $31,470 | $58,234-46.0% | $81,783-61.5% | $80,874-61.1% |
| Participation rate | 36.1% | 63.4%-27.3pp | 72.4%-36.2pp | 67.6%-31.5pp |
| Annual return | 12.75% | 41.70%-29.0pp | 775.05%-762.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $941 | $2,341-59.8% | $2,913-67.7% | $2,756-65.8% |
| Participant deferral / active EE | $1,979 | $3,283-39.7% | $4,320-54.2% | $4,297-53.9% |
| Admin fee / account holder | $1,828 | $4,982-63.3% | $7,380-75.2% | $6,935-73.6% |