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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 | $33,776 | $76,407-55.8% | $150,298-77.5% | $82,448-59.0% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.8pp | 68.1%-31.1pp |
| Annual return | 25.57% | 39.99%-14.4pp | 62.79%-37.2pp | 41.64%-16.1pp |
| Employer contribution / active EE | $902 | $2,614-65.5% | $4,154-78.3% | $2,551-64.6% |
| Participant deferral / active EE | $2,271 | $3,214-29.3% | $5,453-58.3% | $4,139-45.1% |
| Admin fee / account holder | $9,201 | $6,352+44.9% | $14,116-34.8% | $7,234+27.2% |