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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 | $37,908 | $77,638-51.2% | $156,551-75.8% | $62,881-39.7% |
| Participation rate | 35.7% | 71.2%-35.5pp | 84.0%-48.3pp | 69.3%-33.6pp |
| Annual return | 12.83% | 50.33%-37.5pp | 32.23%-19.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,094 | $3,444-68.2% | $5,501-80.1% | $2,281-52.0% |
| Participant deferral / active EE | $1,425 | $3,046-53.2% | $4,871-70.7% | $3,203-55.5% |
| Admin fee / account holder | $700 | $5,561-87.4% | $13,028-94.6% | $4,296-83.7% |