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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 | $86,050-58.7% | $189,758-81.3% | $94,015-62.2% |
| Participation rate | 40.4% | 68.9%-28.5pp | 79.8%-39.4pp | 70.8%-30.4pp |
| Annual return | 17.40% | 17.77%-0.4pp | 52.62%-35.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $861 | $2,819-69.5% | $4,767-81.9% | $2,790-69.1% |
| Participant deferral / active EE | $1,767 | $3,349-47.2% | $5,856-69.8% | $4,249-58.4% |
| Admin fee / account holder | $406 | $6,627-93.9% | $20,388-98.0% | $8,951-95.5% |