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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 | $34,987 | $78,690-55.5% | $161,489-78.3% | $87,485-60.0% |
| Participation rate | 42.1% | 67.5%-25.4pp | 78.7%-36.6pp | 68.9%-26.8pp |
| Annual return | 20.60% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,982 | $2,588-23.4% | $4,268-53.6% | $2,596-23.7% |
| Participant deferral / active EE | $2,033 | $3,311-38.6% | $5,630-63.9% | $4,274-52.4% |
| Admin fee / account holder | $418 | $6,724-93.8% | $16,006-97.4% | $7,775-94.6% |