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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 | $37,405 | $86,050-56.5% | $189,758-80.3% | $94,015-60.2% |
| Participation rate | 58.5% | 68.9%-10.4pp | 79.8%-21.3pp | 70.8%-12.3pp |
| Annual return | 14.60% | 17.77%-3.2pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $922 | $2,819-67.3% | $4,767-80.7% | $2,790-66.9% |
| Participant deferral / active EE | $1,465 | $3,349-56.3% | $5,856-75.0% | $4,249-65.5% |
| Admin fee / account holder | $503 | $6,627-92.4% | $20,388-97.5% | $8,951-94.4% |