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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 | $33,972 | $78,690-56.8% | $161,489-79.0% | $87,485-61.2% |
| Participation rate | 14.9% | 67.5%-52.6pp | 78.7%-63.8pp | 68.9%-54.0pp |
| Annual return | 21.93% | 32.74%-10.8pp | 89.72%-67.8pp | 26.06%-4.1pp |
| Employer contribution / active EE | $465 | $2,588-82.0% | $4,268-89.1% | $2,596-82.1% |
| Participant deferral / active EE | $1,773 | $3,311-46.4% | $5,630-68.5% | $4,274-58.5% |
| Admin fee / account holder | $1,378 | $6,724-79.5% | $16,006-91.4% | $7,775-82.3% |