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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 | $31,645 | $81,358-61.1% | $155,556-79.7% | $80,959-60.9% |
| Participation rate | 61.0% | 66.3%-5.3pp | 78.2%-17.2pp | 67.7%-6.7pp |
| Annual return | 17.72% | 33.39%-15.7pp | 64.84%-47.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,028 | $3,106-66.9% | $4,675-78.0% | $2,757-62.7% |
| Participant deferral / active EE | $3,191 | $3,455-7.6% | $5,631-43.3% | $4,300-25.8% |
| Admin fee / account holder | $3,495 | $7,994-56.3% | $15,885-78.0% | $6,925-49.5% |