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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 | $36,088 | $81,358-55.6% | $155,556-76.8% | $80,959-55.4% |
| Participation rate | 57.8% | 66.3%-8.5pp | 78.2%-20.4pp | 67.7%-9.9pp |
| Annual return | 11.27% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,180 | $3,106-62.0% | $4,675-74.8% | $2,757-57.2% |
| Participant deferral / active EE | $2,165 | $3,455-37.4% | $5,631-61.6% | $4,300-49.7% |
| Admin fee / account holder | $3,300 | $7,994-58.7% | $15,885-79.2% | $6,925-52.3% |