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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 | $34,209 | $90,486-62.2% | $78,676-56.5% | $273,972-87.5% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 4.71% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,002 | $3,175-68.4% | $2,850-64.9% | $4,869-79.4% |
| Participant deferral / active EE | $3,332 | $3,901-14.6% | $3,517-5.3% | $5,287-37.0% |
| Admin fee / account holder | $825 | $5,263-84.3% | $4,510-81.7% | $10,133-91.9% |