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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 | $78,690-60.8% | $161,489-80.9% | $87,485-64.7% |
| Participation rate | 25.9% | 67.5%-41.5pp | 78.7%-52.8pp | 68.9%-43.0pp |
| Annual return | 17.91% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $494 | $2,588-80.9% | $4,268-88.4% | $2,596-81.0% |
| Participant deferral / active EE | $1,702 | $3,311-48.6% | $5,630-69.8% | $4,274-60.2% |
| Admin fee / account holder | $1,249 | $6,724-81.4% | $16,006-92.2% | $7,775-83.9% |