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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 | $32,477 | $57,073-43.1% | $85,126-61.8% | $80,925-59.9% |
| Participation rate | 40.4% | 56.4%-16.0pp | 67.5%-27.1pp | 67.7%-27.2pp |
| Annual return | 11.29% | 21.69%-10.4pp | 66.63%-55.3pp | 35.65%-24.4pp |
| Employer contribution / active EE | $873 | $1,801-51.5% | $2,731-68.0% | $2,756-68.3% |
| Participant deferral / active EE | $1,685 | $3,113-45.9% | $4,523-62.8% | $4,299-60.8% |
| Admin fee / account holder | $1,252 | $4,988-74.9% | $6,160-79.7% | $6,940-82.0% |