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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 | $35,217 | $51,638-31.8% | $129,406-72.8% | $80,959-56.5% |
| Participation rate | 27.3% | 56.9%-29.7pp | 69.6%-42.4pp | 67.7%-40.4pp |
| Annual return | 12.76% | 20.78%-8.0pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $562 | $1,584-64.5% | $4,155-86.5% | $2,757-79.6% |
| Participant deferral / active EE | $821 | $2,670-69.3% | $4,167-80.3% | $4,300-80.9% |
| Admin fee / account holder | $1,286 | $4,313-70.2% | $7,689-83.3% | $6,925-81.4% |