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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 | $30,015 | $48,078-37.6% | $78,676-61.8% | $62,881-52.3% |
| Participation rate | 51.2% | 65.2%-14.0pp | 73.6%-22.4pp | 69.3%-18.1pp |
| Annual return | 5.32% | 31.36%-26.0pp | 62.19%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $726 | $2,015-64.0% | $2,850-74.5% | $2,281-68.2% |
| Participant deferral / active EE | $2,009 | $2,587-22.4% | $3,517-42.9% | $3,203-37.3% |
| Admin fee / account holder | $11,473 | $3,206+257.9% | $4,510+154.4% | $4,296+167.1% |