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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 | $29,270 | $63,346-53.8% | $92,240-68.3% | $70,126-58.3% |
| Participation rate | 35.0% | 68.7%-33.7pp | 76.5%-41.5pp | 69.5%-34.5pp |
| Annual return | 19.36% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $777 | $2,471-68.5% | $3,680-78.9% | $2,343-66.8% |
| Participant deferral / active EE | $1,345 | $2,854-52.9% | $3,897-65.5% | $3,332-59.6% |
| Admin fee / account holder | $429 | $3,841-88.8% | $5,194-91.7% | $4,645-90.8% |