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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 | $81,276-55.4% | $155,574-76.7% | $80,925-55.2% |
| Participation rate | 23.3% | 66.2%-43.0pp | 78.2%-55.0pp | 67.7%-44.4pp |
| Annual return | 14.01% | 33.36%-19.3pp | 64.87%-50.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $660 | $3,103-78.7% | $4,676-85.9% | $2,756-76.0% |
| Participant deferral / active EE | $1,251 | $3,453-63.8% | $5,629-77.8% | $4,299-70.9% |
| Admin fee / account holder | $2,151 | $7,993-73.1% | $15,914-86.5% | $6,940-69.0% |