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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 | $72,730 | $81,262-10.5% | $155,602-53.3% | $80,911-10.1% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 22.26% | 33.34%-11.1pp | 64.81%-42.6pp | 35.63%-13.4pp |
| Employer contribution / active EE | $718 | $3,102-76.9% | $4,675-84.7% | $2,756-74.0% |
| Participant deferral / active EE | $3,275 | $3,451-5.1% | $5,629-41.8% | $4,297-23.8% |
| Admin fee / account holder | $828 | $7,992-89.6% | $15,923-94.8% | $6,935-88.1% |