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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 | $34,140 | $78,690-56.6% | $161,489-78.9% | $87,485-61.0% |
| Participation rate | 20.2% | 67.5%-47.2pp | 78.7%-58.5pp | 68.9%-48.7pp |
| Annual return | 15.14% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $572 | $2,588-77.9% | $4,268-86.6% | $2,596-78.0% |
| Participant deferral / active EE | $2,414 | $3,311-27.1% | $5,630-57.1% | $4,274-43.5% |
| Admin fee / account holder | $3,476 | $6,724-48.3% | $16,006-78.3% | $7,775-55.3% |