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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 | $36,698 | $77,814-52.8% | $158,223-76.8% | $86,983-57.8% |
| Participation rate | 42.6% | 68.4%-25.8pp | 79.2%-36.6pp | 69.5%-26.9pp |
| Annual return | 17.86% | 30.54%-12.7pp | 52.09%-34.2pp | 25.83%-8.0pp |
| Employer contribution / active EE | $292 | $2,592-88.8% | $4,109-92.9% | $2,584-88.7% |
| Participant deferral / active EE | $1,167 | $3,270-64.3% | $5,467-78.7% | $4,194-72.2% |
| Admin fee / account holder | $1,217 | $5,879-79.3% | $16,047-92.4% | $7,856-84.5% |