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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 | $58,311-46.0% | $81,882-61.6% | $80,959-61.1% |
| Participation rate | 36.1% | 63.5%-27.3pp | 72.4%-36.2pp | 67.7%-31.5pp |
| Annual return | 12.75% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $941 | $2,347-59.9% | $2,916-67.7% | $2,757-65.9% |
| Participant deferral / active EE | $1,979 | $3,287-39.8% | $4,323-54.2% | $4,300-54.0% |
| Admin fee / account holder | $1,828 | $4,752-61.5% | $7,360-75.2% | $6,925-73.6% |