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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 | $32,354 | $77,638-58.3% | $156,551-79.3% | $62,881-48.5% |
| Participation rate | 47.6% | 71.2%-23.6pp | 84.0%-36.4pp | 69.3%-21.7pp |
| Annual return | 6.17% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $609 | $3,444-82.3% | $5,501-88.9% | $2,281-73.3% |
| Participant deferral / active EE | $1,191 | $3,046-60.9% | $4,871-75.6% | $3,203-62.8% |
| Admin fee / account holder | $6,408 | $5,561+15.2% | $13,028-50.8% | $4,296+49.2% |