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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 | $30,845 | $77,814-60.4% | $158,223-80.5% | $86,983-64.5% |
| Participation rate | 25.9% | 68.4%-42.5pp | 79.2%-53.3pp | 69.5%-43.6pp |
| Annual return | 17.91% | 30.54%-12.6pp | 52.09%-34.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $494 | $2,592-80.9% | $4,109-88.0% | $2,584-80.9% |
| Participant deferral / active EE | $1,702 | $3,270-47.9% | $5,467-68.9% | $4,194-59.4% |
| Admin fee / account holder | $1,249 | $5,879-78.7% | $16,047-92.2% | $7,856-84.1% |