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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 | $39,617 | $64,920-39.0% | $103,693-61.8% | $86,983-54.5% |
| Participation rate | 36.8% | 63.6%-26.8pp | 72.6%-35.9pp | 69.5%-32.8pp |
| Annual return | 22.16% | 30.29%-8.1pp | 47.61%-25.5pp | 25.83%-3.7pp |
| Employer contribution / active EE | $555 | $2,141-74.1% | $2,920-81.0% | $2,584-78.5% |
| Participant deferral / active EE | $1,241 | $3,241-61.7% | $4,579-72.9% | $4,194-70.4% |
| Admin fee / account holder | $3,661 | $6,191-40.9% | $7,858-53.4% | $7,856-53.4% |