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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 | $77,814-60.4% | $158,223-80.5% | $86,983-64.6% |
| Participation rate | 45.2% | 68.4%-23.2pp | 79.2%-34.0pp | 69.5%-24.3pp |
| Annual return | 13.24% | 30.54%-17.3pp | 52.09%-38.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $969 | $2,592-62.6% | $4,109-76.4% | $2,584-62.5% |
| Participant deferral / active EE | $2,242 | $3,270-31.4% | $5,467-59.0% | $4,194-46.5% |
| Admin fee / account holder | $4,399 | $5,879-25.2% | $16,047-72.6% | $7,856-44.0% |