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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 | $36,276 | $81,233-55.3% | $155,567-76.7% | $80,874-55.1% |
| Participation rate | 23.3% | 66.2%-43.0pp | 78.2%-54.9pp | 67.6%-44.4pp |
| Annual return | 14.01% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $660 | $3,101-78.7% | $4,674-85.9% | $2,756-76.0% |
| Participant deferral / active EE | $1,251 | $3,452-63.8% | $5,628-77.8% | $4,297-70.9% |
| Admin fee / account holder | $2,151 | $7,998-73.1% | $15,916-86.5% | $6,935-69.0% |