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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 | $30,577 | $61,295-50.1% | $149,682-79.6% | $71,476-57.2% |
| Participation rate | 33.6% | 62.5%-28.9pp | 78.8%-45.1pp | 67.9%-34.3pp |
| Annual return | 17.21% | 35.86%-18.6pp | 134.35%-117.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $400 | $2,380-83.2% | $4,818-91.7% | $2,589-84.6% |
| Participant deferral / active EE | $1,422 | $2,918-51.3% | $5,681-75.0% | $4,290-66.9% |
| Admin fee / account holder | $1,621 | $1,262+28.4% | $13,210-87.7% | $1,587+2.1% |