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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 | $30,804 | $78,690-60.9% | $161,489-80.9% | $87,485-64.8% |
| Participation rate | 45.2% | 67.5%-22.2pp | 78.7%-33.5pp | 68.9%-23.7pp |
| Annual return | 13.24% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $969 | $2,588-62.6% | $4,268-77.3% | $2,596-62.7% |
| Participant deferral / active EE | $2,242 | $3,311-32.3% | $5,630-60.2% | $4,274-47.5% |
| Admin fee / account holder | $4,399 | $6,724-34.6% | $16,006-72.5% | $7,775-43.4% |