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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 | $77,814-52.9% | $158,223-76.8% | $86,983-57.8% |
| Participation rate | 23.7% | 68.4%-44.7pp | 79.2%-55.5pp | 69.5%-45.9pp |
| Annual return | 18.97% | 30.54%-11.6pp | 52.09%-33.1pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,151 | $2,592-55.6% | $4,109-72.0% | $2,584-55.5% |
| Participant deferral / active EE | $1,955 | $3,270-40.2% | $5,467-64.2% | $4,194-53.4% |
| Admin fee / account holder | $936 | $5,879-84.1% | $16,047-94.2% | $7,856-88.1% |