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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 | $32,042 | $111,814-71.3% | $103,374-69.0% | $145,959-78.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 12.33% | 24.77%-12.4pp | 24.89%-12.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $994 | $4,214-76.4% | $3,869-74.3% | $4,661-78.7% |
| Participant deferral / active EE | $2,860 | $5,618-49.1% | $5,058-43.5% | $6,689-57.2% |
| Admin fee / account holder | $364 | $9,754-96.3% | $8,394-95.7% | $13,398-97.3% |