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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 | $34,318 | $96,491-64.4% | $75,894-54.8% | $152,885-77.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.5%-20.0pp |
| Annual return | 17.50% | 33.98%-16.5pp | 30.76%-13.3pp | 345.39%-327.9pp |
| Employer contribution / active EE | $1,330 | $3,310-59.8% | $2,501-46.8% | $4,763-72.1% |
| Participant deferral / active EE | $2,206 | $4,553-51.6% | $3,603-38.8% | $5,851-62.3% |
| Admin fee / account holder | $334 | $8,079-95.9% | $5,420-93.8% | $11,598-97.1% |