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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 | $37,261 | $45,343-17.8% | $150,298-75.2% | $67,986-45.2% |
| Participation rate | 38.4% | 51.9%-13.5pp | 77.8%-39.4pp | 57.2%-18.8pp |
| Annual return | 20.44% | 33.28%-12.8pp | 62.79%-42.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $1,038 | $1,462-29.0% | $4,154-75.0% | $2,019-48.6% |
| Participant deferral / active EE | $1,974 | $2,055-3.9% | $5,453-63.8% | $3,358-41.2% |
| Admin fee / account holder | $3,872 | $2,250+72.1% | $14,116-72.6% | $3,203+20.9% |