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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 | $81,331-54.1% | $155,534-76.0% | $80,935-53.8% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 16.29% | 33.37%-17.1pp | 64.92%-48.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $774 | $3,105-75.1% | $4,675-83.5% | $2,757-71.9% |
| Participant deferral / active EE | $922 | $3,454-73.3% | $5,630-83.6% | $4,299-78.6% |
| Admin fee / account holder | $1,502 | $7,999-81.2% | $15,900-90.6% | $6,924-78.3% |