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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 | $78,690-53.4% | $161,489-77.3% | $87,485-58.1% |
| Participation rate | 54.3% | 67.5%-13.2pp | 78.7%-24.4pp | 68.9%-14.6pp |
| Annual return | 17.77% | 32.74%-15.0pp | 89.72%-71.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $445 | $2,588-82.8% | $4,268-89.6% | $2,596-82.9% |
| Participant deferral / active EE | $1,063 | $3,311-67.9% | $5,630-81.1% | $4,274-75.1% |
| Admin fee / account holder | $3,415 | $6,724-49.2% | $16,006-78.7% | $7,775-56.1% |