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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 | $32,893 | $90,486-63.6% | $78,676-58.2% | $273,972-88.0% |
| Participation rate | 17.6% | 76.5%-58.9pp | 73.6%-55.9pp | 83.0%-65.4pp |
| Annual return | 2.95% | 75.62%-72.7pp | 62.19%-59.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $347 | $3,175-89.1% | $2,850-87.8% | $4,869-92.9% |
| Participant deferral / active EE | $1,857 | $3,901-52.4% | $3,517-47.2% | $5,287-64.9% |
| Admin fee / account holder | $2,369 | $5,263-55.0% | $4,510-47.5% | $10,133-76.6% |