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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 | $32,234 | $53,128-39.3% | $86,582-62.8% | $70,126-54.0% |
| Participation rate | 32.4% | 65.3%-33.0pp | 73.5%-41.2pp | 69.5%-37.2pp |
| Annual return | 16.16% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $564 | $2,068-72.7% | $2,839-80.1% | $2,343-75.9% |
| Participant deferral / active EE | $1,821 | $2,695-32.4% | $3,609-49.5% | $3,332-45.3% |
| Admin fee / account holder | $590 | $3,584-83.5% | $4,904-88.0% | $4,645-87.3% |