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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 | $30,080 | $84,236-64.3% | $170,435-82.4% | $70,126-57.1% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 14.44% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,008 | $3,387-70.2% | $5,432-81.4% | $2,343-57.0% |
| Participant deferral / active EE | $1,242 | $3,086-59.7% | $4,939-74.8% | $3,332-62.7% |
| Admin fee / account holder | $2,657 | $5,698-53.4% | $13,881-80.9% | $4,645-42.8% |