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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 | $38,035 | $81,457-53.3% | $103,378-63.2% | $80,911-53.0% |
| Participation rate | 22.6% | 66.8%-44.3pp | 74.5%-51.9pp | 67.6%-45.1pp |
| Annual return | 20.50% | 25.58%-5.1pp | 24.91%-4.4pp | 35.63%-15.1pp |
| Employer contribution / active EE | $933 | $3,107-70.0% | $3,870-75.9% | $2,756-66.1% |
| Participant deferral / active EE | $1,821 | $3,871-53.0% | $5,058-64.0% | $4,297-57.6% |
| Admin fee / account holder | $4,125 | $6,717-38.6% | $8,401-50.9% | $6,935-40.5% |