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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 | $34,392 | $37,446-8.2% | $77,513-55.6% | $79,852-56.9% |
| Participation rate | 18.8% | 41.5%-22.8pp | 54.2%-35.4pp | 69.6%-50.9pp |
| Annual return | 13.79% | 39.76%-26.0pp | 54.81%-41.0pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,507 | $1,261+19.5% | $1,861-19.0% | $3,740-59.7% |
| Admin fee / account holder | $2,037 | $2,506-18.7% | $2,859-28.7% | $5,306-61.6% |