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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 | $29,469 | $81,358-63.8% | $155,556-81.1% | $80,959-63.6% |
| Participation rate | 64.1% | 66.3%-2.2pp | 78.2%-14.1pp | 67.7%-3.6pp |
| Annual return | 11.18% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,130 | $3,106-63.6% | $4,675-75.8% | $2,757-59.0% |
| Participant deferral / active EE | $2,074 | $3,455-40.0% | $5,631-63.2% | $4,300-51.8% |
| Admin fee / account holder | $3,588 | $7,994-55.1% | $15,885-77.4% | $6,925-48.2% |