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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 | $37,670 | $48,078-21.6% | $78,676-52.1% | $62,881-40.1% |
| Participation rate | 23.5% | 65.2%-41.7pp | 73.6%-50.0pp | 69.3%-45.8pp |
| Annual return | 6.46% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $288 | $2,015-85.7% | $2,850-89.9% | $2,281-87.4% |
| Participant deferral / active EE | $925 | $2,587-64.3% | $3,517-73.7% | $3,203-71.1% |
| Admin fee / account holder | $5,911 | $3,206+84.4% | $4,510+31.1% | $4,296+37.6% |