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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 | $34,341 | $81,276-57.7% | $155,574-77.9% | $80,925-57.6% |
| Participation rate | 53.0% | 66.2%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 13.76% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,763 | $3,103-43.2% | $4,676-62.3% | $2,756-36.0% |
| Participant deferral / active EE | $3,374 | $3,453-2.3% | $5,629-40.1% | $4,299-21.5% |
| Admin fee / account holder | $1,204 | $7,993-84.9% | $15,914-92.4% | $6,940-82.7% |