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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 | $33,334 | $77,638-57.1% | $156,551-78.7% | $62,881-47.0% |
| Participation rate | 48.8% | 71.2%-22.4pp | 84.0%-35.2pp | 69.3%-20.5pp |
| Annual return | 8.21% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,104 | $3,444-68.0% | $5,501-79.9% | $2,281-51.6% |
| Participant deferral / active EE | $1,716 | $3,046-43.7% | $4,871-64.8% | $3,203-46.4% |
| Admin fee / account holder | $1,644 | $5,561-70.4% | $13,028-87.4% | $4,296-61.7% |