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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 | $34,186 | $54,757-37.6% | $90,304-62.1% | $72,975-53.2% |
| Participation rate | 35.7% | 65.2%-29.4pp | 73.3%-37.6pp | 69.5%-33.8pp |
| Annual return | 22.38% | 30.63%-8.3pp | 78.13%-55.8pp | 81.01%-58.6pp |
| Employer contribution / active EE | $694 | $2,093-66.8% | $2,855-75.7% | $2,440-71.6% |
| Participant deferral / active EE | $1,037 | $2,887-64.1% | $3,885-73.3% | $3,608-71.3% |
| Admin fee / account holder | $315 | $3,973-92.1% | $5,354-94.1% | $5,124-93.8% |