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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 | $37,364 | $81,276-54.0% | $155,574-76.0% | $80,925-53.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 16.29% | 33.36%-17.1pp | 64.87%-48.6pp | 35.65%-19.4pp |
| Employer contribution / active EE | $774 | $3,103-75.1% | $4,676-83.5% | $2,756-71.9% |
| Participant deferral / active EE | $922 | $3,453-73.3% | $5,629-83.6% | $4,299-78.6% |
| Admin fee / account holder | $1,502 | $7,993-81.2% | $15,914-90.6% | $6,940-78.4% |