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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 | $61,391-50.2% | $149,723-79.6% | $71,529-57.3% |
| Participation rate | 33.6% | 62.5%-28.9pp | 78.8%-45.2pp | 67.9%-34.3pp |
| Annual return | 17.21% | 35.88%-18.7pp | 134.50%-117.3pp | 28.97%-11.8pp |
| Employer contribution / active EE | $400 | $2,384-83.2% | $4,821-91.7% | $2,590-84.6% |
| Participant deferral / active EE | $1,422 | $2,921-51.3% | $5,682-75.0% | $4,291-66.9% |
| Admin fee / account holder | $1,621 | $1,264+28.2% | $13,215-87.7% | $1,588+2.0% |