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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 | $32,329 | $81,664-60.4% | $70,476-54.1% | $158,966-79.7% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 18.39% | 208.59%-190.2pp | 109.12%-90.7pp | 302.95%-284.6pp |
| Employer contribution / active EE | $684 | $3,219-78.8% | $2,738-75.0% | $4,762-85.6% |
| Participant deferral / active EE | $2,313 | $4,556-49.2% | $3,710-37.7% | $5,983-61.3% |
| Admin fee / account holder | $1,593 | $6,197-74.3% | $3,847-58.6% | $11,250-85.8% |