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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 | $36,115 | $76,407-52.7% | $150,298-76.0% | $82,448-56.2% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 14.73% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,115 | $2,614-57.3% | $4,154-73.2% | $2,551-56.3% |
| Participant deferral / active EE | $2,832 | $3,214-11.9% | $5,453-48.1% | $4,139-31.6% |
| Admin fee / account holder | $3,799 | $6,352-40.2% | $14,116-73.1% | $7,234-47.5% |