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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 | $81,276-52.7% | $155,574-75.3% | $80,925-52.5% |
| Participation rate | 27.4% | 66.2%-38.8pp | 78.2%-50.8pp | 67.7%-40.3pp |
| Annual return | 12.95% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $461 | $3,103-85.1% | $4,676-90.1% | $2,756-83.3% |
| Participant deferral / active EE | $1,208 | $3,453-65.0% | $5,629-78.5% | $4,299-71.9% |
| Admin fee / account holder | $5,106 | $7,993-36.1% | $15,914-67.9% | $6,940-26.4% |