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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 | $36,062 | $84,236-57.2% | $170,435-78.8% | $70,126-48.6% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 21.91% | 23.06%-1.1pp | 205.94%-184.0pp | 73.15%-51.2pp |
| Employer contribution / active EE | $999 | $3,387-70.5% | $5,432-81.6% | $2,343-57.4% |
| Participant deferral / active EE | $2,223 | $3,086-27.9% | $4,939-55.0% | $3,332-33.3% |
| Admin fee / account holder | $464 | $5,698-91.9% | $13,881-96.7% | $4,645-90.0% |