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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 | $32,280 | $71,208-54.7% | $93,681-65.5% | $80,911-60.1% |
| Participation rate | 31.0% | 60.4%-29.4pp | 68.7%-37.7pp | 67.6%-36.6pp |
| Annual return | 19.24% | 11.27%+8.0pp | 133.47%-114.2pp | 35.63%-16.4pp |
| Employer contribution / active EE | $1,097 | $1,564-29.9% | $2,422-54.7% | $2,756-60.2% |
| Participant deferral / active EE | $2,092 | $4,035-48.1% | $4,415-52.6% | $4,297-51.3% |
| Admin fee / account holder | $2,092 | $6,951-69.9% | $8,290-74.8% | $6,935-69.8% |