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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 | $32,761 | $77,638-57.8% | $156,551-79.1% | $62,881-47.9% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 10.84% | 50.33%-39.5pp | 32.23%-21.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $666 | $3,444-80.7% | $5,501-87.9% | $2,281-70.8% |
| Participant deferral / active EE | $1,332 | $3,046-56.3% | $4,871-72.7% | $3,203-58.4% |
| Admin fee / account holder | $2,056 | $5,561-63.0% | $13,028-84.2% | $4,296-52.1% |