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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 | $36,136 | $91,179-60.4% | $178,499-79.8% | $79,852-54.7% |
| Participation rate | 41.3% | 69.2%-27.9pp | 81.9%-40.6pp | 69.6%-28.3pp |
| Annual return | 15.92% | 24.19%-8.3pp | 151.10%-135.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $496 | $3,256-84.8% | $5,011-90.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,468 | $3,236-54.6% | $5,202-71.8% | $3,740-60.8% |
| Admin fee / account holder | $1,158 | $6,749-82.8% | $13,986-91.7% | $5,306-78.2% |