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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 | $56,024 | $81,358-31.1% | $155,556-64.0% | $80,959-30.8% |
| Participation rate | 32.4% | 66.3%-33.9pp | 78.2%-45.9pp | 67.7%-35.3pp |
| Annual return | 24.95% | 33.39%-8.4pp | 64.84%-39.9pp | 35.67%-10.7pp |
| Employer contribution / active EE | $828 | $3,106-73.4% | $4,675-82.3% | $2,757-70.0% |
| Participant deferral / active EE | $2,440 | $3,455-29.4% | $5,631-56.7% | $4,300-43.3% |
| Admin fee / account holder | $678 | $7,994-91.5% | $15,885-95.7% | $6,925-90.2% |