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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 | $86,050-60.3% | $189,758-82.0% | $94,015-63.7% |
| Participation rate | 20.2% | 68.9%-48.7pp | 79.8%-59.6pp | 70.8%-50.6pp |
| Annual return | 15.14% | 17.77%-2.6pp | 52.62%-37.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $572 | $2,819-79.7% | $4,767-88.0% | $2,790-79.5% |
| Participant deferral / active EE | $2,414 | $3,349-27.9% | $5,856-58.8% | $4,249-43.2% |
| Admin fee / account holder | $3,476 | $6,627-47.5% | $20,388-82.9% | $8,951-61.2% |