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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 | $38,243 | $86,050-55.6% | $189,758-79.8% | $94,015-59.3% |
| Participation rate | 63.7% | 68.9%-5.1pp | 79.8%-16.0pp | 70.8%-7.1pp |
| Annual return | 13.64% | 17.77%-4.1pp | 52.62%-39.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $771 | $2,819-72.7% | $4,767-83.8% | $2,790-72.4% |
| Participant deferral / active EE | $1,874 | $3,349-44.0% | $5,856-68.0% | $4,249-55.9% |
| Admin fee / account holder | $10,695 | $6,627+61.4% | $20,388-47.5% | $8,951+19.5% |