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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 | $25,414 | $90,504-71.9% | $78,690-67.7% | $273,965-90.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 7.47% | 75.61%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,905 | $3,176-40.0% | $2,851-33.2% | $4,869-60.9% |
| Participant deferral / active EE | $4,561 | $3,901+16.9% | $3,517+29.7% | $5,287-13.7% |
| Admin fee / account holder | $4,051 | $5,263-23.0% | $4,511-10.2% | $10,132-60.0% |