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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 | $18,765 | $72,027-73.9% | $185,861-89.9% | $79,856-76.5% |
| Participation rate | 34.4% | 65.8%-31.4pp | 78.0%-43.6pp | 69.6%-35.2pp |
| Annual return | 18.18% | 23.13%-4.9pp | 35.96%-17.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $584 | $1,965-70.3% | $4,088-85.7% | $2,471-76.4% |
| Participant deferral / active EE | $1,481 | $3,780-60.8% | $5,634-73.7% | $3,741-60.4% |
| Admin fee / account holder | $3,005 | $4,513-33.4% | $9,503-68.4% | $5,306-43.4% |