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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 | $36,180 | $43,749-17.3% | $158,223-77.1% | $65,306-44.6% |
| Participation rate | 28.7% | 56.9%-28.1pp | 79.2%-50.5pp | 57.7%-28.9pp |
| Annual return | 19.22% | 19.41%-0.2pp | 52.09%-32.9pp | 21.94%-2.7pp |
| Employer contribution / active EE | $359 | $1,497-76.0% | $4,109-91.3% | $1,967-81.8% |
| Participant deferral / active EE | $1,577 | $2,019-21.9% | $5,467-71.1% | $2,959-46.7% |
| Admin fee / account holder | $3,583 | $1,930+85.6% | $16,047-77.7% | $3,480+3.0% |