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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 | $32,512 | $87,544-62.9% | $75,784-57.1% | $125,388-74.1% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 1.91% | 13.49%-11.6pp | 9.68%-7.8pp | 282.24%-280.3pp |
| Employer contribution / active EE | $812 | $3,930-79.3% | $3,323-75.6% | $4,866-83.3% |
| Participant deferral / active EE | $1,036 | $4,229-75.5% | $3,652-71.6% | $5,352-80.6% |
| Admin fee / account holder | $2,220 | $6,502-65.9% | $5,300-58.1% | $9,541-76.7% |