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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 | $38,552 | $54,757-29.6% | $90,304-57.3% | $72,975-47.2% |
| Participation rate | 33.3% | 65.2%-31.8pp | 73.3%-39.9pp | 69.5%-36.2pp |
| Annual return | 23.81% | 30.63%-6.8pp | 78.13%-54.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,297 | $2,093-38.0% | $2,855-54.6% | $2,440-46.9% |
| Participant deferral / active EE | $1,894 | $2,887-34.4% | $3,885-51.3% | $3,608-47.5% |
| Admin fee / account holder | $2,128 | $3,973-46.5% | $5,354-60.3% | $5,124-58.5% |