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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 | $30,150 | $73,988-59.3% | $96,538-68.8% | $75,177-59.9% |
| Participation rate | 32.3% | 66.4%-34.2pp | 74.3%-42.1pp | 67.2%-34.9pp |
| Annual return | 14.01% | 26.73%-12.7pp | 35.74%-21.7pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,414 | $2,930-51.8% | $3,740-62.2% | $2,671-47.1% |
| Participant deferral / active EE | $2,854 | $3,660-22.0% | $4,880-41.5% | $4,126-30.8% |
| Admin fee / account holder | $15,413 | $5,220+195.3% | $6,737+128.8% | $5,651+172.7% |