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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 | $35,639 | $64,920-45.1% | $103,693-65.6% | $86,983-59.0% |
| Participation rate | 38.9% | 63.6%-24.7pp | 72.6%-33.8pp | 69.5%-30.7pp |
| Annual return | 12.94% | 30.29%-17.3pp | 47.61%-34.7pp | 25.83%-12.9pp |
| Employer contribution / active EE | $272 | $2,141-87.3% | $2,920-90.7% | $2,584-89.5% |
| Participant deferral / active EE | $1,555 | $3,241-52.0% | $4,579-66.1% | $4,194-62.9% |
| Admin fee / account holder | $434 | $6,191-93.0% | $7,858-94.5% | $7,856-94.5% |