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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 | $75,541-50.7% | $152,093-75.5% | $82,637-54.9% |
| Participation rate | 64.5% | 66.5%-2.0pp | 77.8%-13.3pp | 68.1%-3.5pp |
| Annual return | 17.02% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $997 | $2,622-62.0% | $4,175-76.1% | $2,552-60.9% |
| Participant deferral / active EE | $1,810 | $3,206-43.5% | $5,451-66.8% | $4,126-56.1% |
| Admin fee / account holder | $1,109 | $6,405-82.7% | $14,497-92.3% | $7,339-84.9% |