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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 | $31,130 | $53,128-41.4% | $86,581-64.0% | $70,124-55.6% |
| Participation rate | 46.0% | 65.3%-19.3pp | 73.5%-27.5pp | 69.5%-23.5pp |
| Annual return | 18.48% | 27.66%-9.2pp | 965.06%-946.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $724 | $2,068-65.0% | $2,840-74.5% | $2,342-69.1% |
| Participant deferral / active EE | $1,743 | $2,695-35.3% | $3,609-51.7% | $3,332-47.7% |
| Admin fee / account holder | $5,151 | $3,584+43.7% | $4,904+5.0% | $4,645+10.9% |