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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 | $37,263 | $76,407-51.2% | $150,298-75.2% | $82,448-54.8% |
| Participation rate | 64.5% | 66.4%-1.9pp | 77.8%-13.2pp | 68.1%-3.6pp |
| Annual return | 17.02% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $997 | $2,614-61.9% | $4,154-76.0% | $2,551-60.9% |
| Participant deferral / active EE | $1,810 | $3,214-43.7% | $5,453-66.8% | $4,139-56.3% |
| Admin fee / account holder | $1,109 | $6,352-82.5% | $14,116-92.1% | $7,234-84.7% |