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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 | $36,290 | $91,559-60.4% | $133,978-72.9% | $79,856-54.6% |
| Participation rate | 28.8% | 73.3%-44.6pp | 79.8%-51.1pp | 69.6%-40.9pp |
| Annual return | 30.59% | 61.85%-31.3pp | 45.10%-14.5pp | 31.71%-1.1pp |
| Employer contribution / active EE | $965 | $2,384-59.5% | $3,919-75.4% | $2,471-60.9% |
| Participant deferral / active EE | $1,780 | $3,734-52.3% | $5,047-64.7% | $3,741-52.4% |
| Admin fee / account holder | $467 | $6,321-92.6% | $8,930-94.8% | $5,306-91.2% |