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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 | $34,140 | $76,407-55.3% | $150,298-77.3% | $82,448-58.6% |
| Participation rate | 20.2% | 66.4%-46.2pp | 77.8%-57.5pp | 68.1%-47.8pp |
| Annual return | 15.14% | 39.99%-24.9pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $572 | $2,614-78.1% | $4,154-86.2% | $2,551-77.6% |
| Participant deferral / active EE | $2,414 | $3,214-24.9% | $5,453-55.7% | $4,139-41.7% |
| Admin fee / account holder | $3,476 | $6,352-45.3% | $14,116-75.4% | $7,234-51.9% |