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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 | $36,854 | $72,027-48.8% | $185,861-80.2% | $79,856-53.8% |
| Participation rate | 59.0% | 65.8%-6.7pp | 78.0%-19.0pp | 69.6%-10.6pp |
| Annual return | 12.72% | 23.13%-10.4pp | 35.96%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $964 | $1,965-51.0% | $4,088-76.4% | $2,471-61.0% |
| Participant deferral / active EE | $2,214 | $3,780-41.4% | $5,634-60.7% | $3,741-40.8% |
| Admin fee / account holder | $1,942 | $4,513-57.0% | $9,503-79.6% | $5,306-63.4% |