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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 | $38,287 | $54,763-30.1% | $90,324-57.6% | $72,976-47.5% |
| Participation rate | 57.9% | 65.2%-7.3pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 25.29% | 30.63%-5.3pp | 78.15%-52.9pp | 81.02%-55.7pp |
| Employer contribution / active EE | $772 | $2,093-63.1% | $2,856-73.0% | $2,440-68.4% |
| Participant deferral / active EE | $2,390 | $2,887-17.2% | $3,885-38.5% | $3,608-33.8% |
| Admin fee / account holder | $707 | $3,973-82.2% | $5,356-86.8% | $5,124-86.2% |