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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 | $35,541 | $76,407-53.5% | $150,298-76.4% | $82,448-56.9% |
| Participation rate | 40.4% | 66.4%-26.0pp | 77.8%-37.3pp | 68.1%-27.6pp |
| Annual return | 17.40% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $861 | $2,614-67.1% | $4,154-79.3% | $2,551-66.2% |
| Participant deferral / active EE | $1,767 | $3,214-45.0% | $5,453-67.6% | $4,139-57.3% |
| Admin fee / account holder | $406 | $6,352-93.6% | $14,116-97.1% | $7,234-94.4% |