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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 | $38,467 | $81,331-52.7% | $155,534-75.3% | $80,935-52.5% |
| Participation rate | 27.4% | 66.3%-38.9pp | 78.2%-50.8pp | 67.7%-40.3pp |
| Annual return | 12.95% | 33.37%-20.4pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $461 | $3,105-85.1% | $4,675-90.1% | $2,757-83.3% |
| Participant deferral / active EE | $1,208 | $3,454-65.0% | $5,630-78.5% | $4,299-71.9% |
| Admin fee / account holder | $5,106 | $7,999-36.2% | $15,900-67.9% | $6,924-26.3% |