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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 | $30,816 | $84,236-63.4% | $170,435-81.9% | $70,126-56.1% |
| Participation rate | 29.4% | 70.8%-41.4pp | 83.6%-54.2pp | 69.5%-40.1pp |
| Annual return | 12.95% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $649 | $3,387-80.8% | $5,432-88.1% | $2,343-72.3% |
| Participant deferral / active EE | $1,622 | $3,086-47.5% | $4,939-67.2% | $3,332-51.3% |
| Admin fee / account holder | $907 | $5,698-84.1% | $13,881-93.5% | $4,645-80.5% |