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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 | $30,446 | $57,140-46.7% | $85,240-64.3% | $80,959-62.4% |
| Participation rate | 39.3% | 56.4%-17.1pp | 67.5%-28.2pp | 67.7%-28.4pp |
| Annual return | 10.60% | 21.71%-11.1pp | 66.75%-56.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $661 | $1,802-63.3% | $2,735-75.8% | $2,757-76.0% |
| Participant deferral / active EE | $985 | $3,115-68.4% | $4,527-78.2% | $4,300-77.1% |
| Admin fee / account holder | $831 | $4,992-83.4% | $6,165-86.5% | $6,925-88.0% |