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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 | $38,247 | $81,358-53.0% | $155,556-75.4% | $80,959-52.8% |
| Participation rate | 25.6% | 66.3%-40.7pp | 78.2%-52.6pp | 67.7%-42.1pp |
| Annual return | 11.28% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $897 | $3,106-71.1% | $4,675-80.8% | $2,757-67.5% |
| Participant deferral / active EE | $1,918 | $3,455-44.5% | $5,631-65.9% | $4,300-55.4% |
| Admin fee / account holder | $8,600 | $7,994+7.6% | $15,885-45.9% | $6,925+24.2% |