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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 | $31,196 | $75,541-58.7% | $152,093-79.5% | $82,637-62.2% |
| Participation rate | 48.5% | 66.5%-18.1pp | 77.8%-29.3pp | 68.1%-19.6pp |
| Annual return | 16.12% | 32.56%-16.4pp | 66.36%-50.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,253 | $2,622-52.2% | $4,175-70.0% | $2,552-50.9% |
| Participant deferral / active EE | $2,373 | $3,206-26.0% | $5,451-56.5% | $4,126-42.5% |
| Admin fee / account holder | $1,484 | $6,405-76.8% | $14,497-89.8% | $7,339-79.8% |