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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 | $34,568 | $41,016-15.7% | $152,093-77.3% | $64,097-46.1% |
| Participation rate | 34.3% | 51.3%-17.1pp | 77.8%-43.5pp | 55.2%-20.9pp |
| Annual return | 13.59% | 39.60%-26.0pp | 66.36%-52.8pp | 34.64%-21.1pp |
| Employer contribution / active EE | $389 | $1,342-71.1% | $4,175-90.7% | $1,891-79.5% |
| Participant deferral / active EE | $898 | $1,927-53.4% | $5,451-83.5% | $3,080-70.8% |
| Admin fee / account holder | $2,160 | $2,305-6.3% | $14,497-85.1% | $3,454-37.5% |