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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 | $45,343-23.8% | $150,298-77.0% | $67,986-49.2% |
| Participation rate | 34.3% | 51.9%-17.6pp | 77.8%-43.5pp | 57.2%-22.9pp |
| Annual return | 13.59% | 33.28%-19.7pp | 62.79%-49.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $389 | $1,462-73.4% | $4,154-90.6% | $2,019-80.8% |
| Participant deferral / active EE | $898 | $2,055-56.3% | $5,453-83.5% | $3,358-73.2% |
| Admin fee / account holder | $2,160 | $2,250-4.0% | $14,116-84.7% | $3,203-32.6% |