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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 | $36,687 | $76,407-52.0% | $150,298-75.6% | $82,448-55.5% |
| Participation rate | 23.7% | 66.4%-42.7pp | 77.8%-54.1pp | 68.1%-44.4pp |
| Annual return | 18.97% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,151 | $2,614-56.0% | $4,154-72.3% | $2,551-54.9% |
| Participant deferral / active EE | $1,955 | $3,214-39.2% | $5,453-64.1% | $4,139-52.8% |
| Admin fee / account holder | $936 | $6,352-85.3% | $14,116-93.4% | $7,234-87.1% |