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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 | $36,423 | $54,541-33.2% | $78,778-53.8% | $70,126-48.1% |
| Participation rate | 40.5% | 60.8%-20.3pp | 69.2%-28.7pp | 69.5%-29.0pp |
| Annual return | 17.71% | 21.07%-3.4pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $553 | $1,089-49.2% | $1,986-72.1% | $2,343-76.4% |
| Participant deferral / active EE | $1,073 | $2,210-51.5% | $2,958-63.7% | $3,332-67.8% |
| Admin fee / account holder | $3,223 | $3,709-13.1% | $5,134-37.2% | $4,645-30.6% |