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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 | $35,684 | $100,147-64.4% | $81,286-56.1% | $145,877-75.5% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.5%-23.4pp | 80.3%-34.1pp |
| Annual return | 10.96% | 34.44%-23.5pp | 24.80%-13.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $865 | $2,977-70.9% | $2,463-64.9% | $4,663-81.4% |
| Participant deferral / active EE | $2,029 | $4,607-56.0% | $3,883-47.7% | $6,691-69.7% |
| Admin fee / account holder | $2,617 | $8,201-68.1% | $5,764-54.6% | $13,402-80.5% |