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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 | $33,298 | $71,215-53.2% | $93,696-64.5% | $80,935-58.9% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.7%-39.1pp |
| Annual return | 11.55% | 11.27%+0.3pp | 133.74%-122.2pp | 35.66%-24.1pp |
| Employer contribution / active EE | $940 | $1,565-40.0% | $2,422-61.2% | $2,757-65.9% |
| Participant deferral / active EE | $1,404 | $4,037-65.2% | $4,417-68.2% | $4,299-67.3% |
| Admin fee / account holder | $434 | $6,958-93.8% | $8,287-94.8% | $6,924-93.7% |