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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 | $38,509 | $76,407-49.6% | $150,298-74.4% | $82,448-53.3% |
| Participation rate | 34.1% | 66.4%-32.3pp | 77.8%-43.7pp | 68.1%-34.0pp |
| Annual return | 17.23% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $465 | $2,614-82.2% | $4,154-88.8% | $2,551-81.8% |
| Participant deferral / active EE | $1,294 | $3,214-59.7% | $5,453-76.3% | $4,139-68.7% |
| Admin fee / account holder | $3,732 | $6,352-41.3% | $14,116-73.6% | $7,234-48.4% |