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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 | $29,954 | $53,777-44.3% | $134,155-77.7% | $79,858-62.5% |
| Participation rate | 32.9% | 58.8%-25.9pp | 72.2%-39.3pp | 69.6%-36.8pp |
| Annual return | 20.44% | 19.01%+1.4pp | 36.34%-15.9pp | 31.72%-11.3pp |
| Employer contribution / active EE | $421 | $1,321-68.2% | $3,705-88.6% | $2,471-83.0% |
| Participant deferral / active EE | $1,274 | $2,420-47.4% | $3,500-63.6% | $3,740-65.9% |
| Admin fee / account holder | $5,852 | $3,984+46.9% | $6,685-12.5% | $5,306+10.3% |