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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 | $36,645 | $76,407-52.0% | $150,298-75.6% | $82,448-55.6% |
| Participation rate | 54.3% | 66.4%-12.1pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 17.77% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $445 | $2,614-83.0% | $4,154-89.3% | $2,551-82.5% |
| Participant deferral / active EE | $1,063 | $3,214-66.9% | $5,453-80.5% | $4,139-74.3% |
| Admin fee / account holder | $3,415 | $6,352-46.2% | $14,116-75.8% | $7,234-52.8% |