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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 | $31,722 | $45,050-29.6% | $63,018-49.7% | $70,126-54.8% |
| Participation rate | 43.5% | 69.5%-26.0pp | 74.8%-31.3pp | 69.5%-26.0pp |
| Annual return | 15.51% | 18.76%-3.3pp | 87.62%-72.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $439 | $2,052-78.6% | $2,761-84.1% | $2,343-81.3% |
| Participant deferral / active EE | $1,341 | $2,466-45.6% | $3,330-59.7% | $3,332-59.7% |
| Admin fee / account holder | $1,008 | $2,834-64.4% | $3,601-72.0% | $4,645-78.3% |