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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 | $78,690-52.6% | $161,489-76.9% | $87,485-57.4% |
| Participation rate | 64.5% | 67.5%-2.9pp | 78.7%-14.2pp | 68.9%-4.4pp |
| Annual return | 17.02% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $997 | $2,588-61.5% | $4,268-76.6% | $2,596-61.6% |
| Participant deferral / active EE | $1,810 | $3,311-45.3% | $5,630-67.8% | $4,274-57.6% |
| Admin fee / account holder | $1,109 | $6,724-83.5% | $16,006-93.1% | $7,775-85.7% |