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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 | $34,067 | $77,638-56.1% | $156,551-78.2% | $62,881-45.8% |
| Participation rate | 61.4% | 71.2%-9.8pp | 84.0%-22.6pp | 69.3%-7.9pp |
| Annual return | 6.93% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,485 | $3,444-56.9% | $5,501-73.0% | $2,281-34.9% |
| Participant deferral / active EE | $1,590 | $3,046-47.8% | $4,871-67.4% | $3,203-50.4% |
| Admin fee / account holder | $2,991 | $5,561-46.2% | $13,028-77.0% | $4,296-30.4% |