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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 | $36,527 | $95,404-61.7% | $113,397-67.8% | $82,637-55.8% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.5%-38.3pp | 68.1%-29.9pp |
| Annual return | 14.22% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,065 | $2,307-53.8% | $2,977-64.2% | $2,552-58.3% |
| Participant deferral / active EE | $2,142 | $4,220-49.2% | $5,076-57.8% | $4,126-48.1% |
| Admin fee / account holder | $2,609 | $9,168-71.5% | $11,957-78.2% | $7,339-64.4% |