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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 | $24,605 | $81,233-69.7% | $155,567-84.2% | $80,874-69.6% |
| Participation rate | 37.1% | 66.2%-29.1pp | 78.2%-41.1pp | 67.6%-30.6pp |
| Annual return | 15.30% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $923 | $3,101-70.2% | $4,674-80.3% | $2,756-66.5% |
| Participant deferral / active EE | $1,378 | $3,452-60.1% | $5,628-75.5% | $4,297-67.9% |
| Admin fee / account holder | $1,865 | $7,998-76.7% | $15,916-88.3% | $6,935-73.1% |