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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 | $20,080 | $81,233-75.3% | $155,567-87.1% | $80,874-75.2% |
| Participation rate | 34.1% | 66.2%-32.1pp | 78.2%-44.1pp | 67.6%-33.6pp |
| Annual return | 12.49% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $729 | $3,101-76.5% | $4,674-84.4% | $2,756-73.6% |
| Participant deferral / active EE | $1,574 | $3,452-54.4% | $5,628-72.0% | $4,297-63.4% |
| Admin fee / account holder | $1,379 | $7,998-82.8% | $15,916-91.3% | $6,935-80.1% |