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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 | $81,233-54.0% | $155,567-76.0% | $80,874-53.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 16.29% | 33.33%-17.0pp | 64.74%-48.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $774 | $3,101-75.1% | $4,674-83.5% | $2,756-71.9% |
| Participant deferral / active EE | $922 | $3,452-73.3% | $5,628-83.6% | $4,297-78.5% |
| Admin fee / account holder | $1,502 | $7,998-81.2% | $15,916-90.6% | $6,935-78.3% |