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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 | $81,331-10.6% | $155,534-53.2% | $80,935-10.1% |
| Participation rate | 35.7% | 66.3%-30.5pp | 78.2%-42.5pp | 67.7%-31.9pp |
| Annual return | 22.26% | 33.37%-11.1pp | 64.92%-42.7pp | 35.66%-13.4pp |
| Employer contribution / active EE | $718 | $3,105-76.9% | $4,675-84.6% | $2,757-74.0% |
| Participant deferral / active EE | $3,275 | $3,454-5.2% | $5,630-41.8% | $4,299-23.8% |
| Admin fee / account holder | $828 | $7,999-89.7% | $15,900-94.8% | $6,924-88.0% |