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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 | $38,233 | $72,273-47.1% | $101,275-62.2% | $79,856-52.1% |
| Participation rate | 47.5% | 68.5%-21.0pp | 75.8%-28.4pp | 69.6%-22.2pp |
| Annual return | 11.83% | 22.30%-10.5pp | 46.48%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $853 | $2,691-68.3% | $3,660-76.7% | $2,471-65.5% |
| Participant deferral / active EE | $1,698 | $3,282-48.2% | $4,371-61.1% | $3,741-54.6% |
| Admin fee / account holder | $1,308 | $4,401-70.3% | $5,948-78.0% | $5,306-75.3% |