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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 | $34,306 | $76,407-55.1% | $150,298-77.2% | $82,448-58.4% |
| Participation rate | 26.8% | 66.4%-39.6pp | 77.8%-50.9pp | 68.1%-41.2pp |
| Annual return | 14.02% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,906 | $2,614-27.1% | $4,154-54.1% | $2,551-25.3% |
| Participant deferral / active EE | $1,567 | $3,214-51.3% | $5,453-71.3% | $4,139-62.1% |
| Admin fee / account holder | $504 | $6,352-92.1% | $14,116-96.4% | $7,234-93.0% |