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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 | $34,287 | $95,453-64.1% | $112,040-69.4% | $82,448-58.4% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.5%-40.1pp | 68.1%-31.7pp |
| Annual return | 15.58% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,038 | $2,318-55.2% | $2,954-64.9% | $2,551-59.3% |
| Participant deferral / active EE | $3,251 | $4,224-23.0% | $5,098-36.2% | $4,139-21.5% |
| Admin fee / account holder | $3,079 | $9,013-65.8% | $12,098-74.6% | $7,234-57.4% |