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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 | $33,249 | $81,358-59.1% | $155,556-78.6% | $80,959-58.9% |
| Participation rate | 34.9% | 66.3%-31.4pp | 78.2%-43.3pp | 67.7%-32.8pp |
| Annual return | 13.33% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $944 | $3,106-69.6% | $4,675-79.8% | $2,757-65.8% |
| Participant deferral / active EE | $2,029 | $3,455-41.3% | $5,631-64.0% | $4,300-52.8% |
| Admin fee / account holder | $3,229 | $7,994-59.6% | $15,885-79.7% | $6,925-53.4% |