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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 | $34,915 | $45,343-23.0% | $150,298-76.8% | $67,986-48.6% |
| Participation rate | 32.4% | 51.9%-19.4pp | 77.8%-45.3pp | 57.2%-24.8pp |
| Annual return | 14.98% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $473 | $1,462-67.6% | $4,154-88.6% | $2,019-76.5% |
| Participant deferral / active EE | $662 | $2,055-67.8% | $5,453-87.9% | $3,358-80.3% |
| Admin fee / account holder | $2,965 | $2,250+31.8% | $14,116-79.0% | $3,203-7.4% |