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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 | $81,276-55.6% | $155,574-76.8% | $80,925-55.4% |
| Participation rate | 57.8% | 66.2%-8.5pp | 78.2%-20.4pp | 67.7%-9.9pp |
| Annual return | 11.27% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,180 | $3,103-62.0% | $4,676-74.8% | $2,756-57.2% |
| Participant deferral / active EE | $2,165 | $3,453-37.3% | $5,629-61.5% | $4,299-49.6% |
| Admin fee / account holder | $3,300 | $7,993-58.7% | $15,914-79.3% | $6,940-52.4% |