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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 | $32,215 | $81,358-60.4% | $155,556-79.3% | $80,959-60.2% |
| Participation rate | 33.8% | 66.3%-32.5pp | 78.2%-44.5pp | 67.7%-33.9pp |
| Annual return | 16.72% | 33.39%-16.7pp | 64.84%-48.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $948 | $3,106-69.5% | $4,675-79.7% | $2,757-65.6% |
| Participant deferral / active EE | $2,381 | $3,455-31.1% | $5,631-57.7% | $4,300-44.6% |
| Admin fee / account holder | $455 | $7,994-94.3% | $15,885-97.1% | $6,925-93.4% |