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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 | $35,570 | $59,123-39.8% | $77,183-53.9% | $75,181-52.7% |
| Participation rate | 34.2% | 63.9%-29.7pp | 69.6%-35.4pp | 67.2%-33.0pp |
| Annual return | 13.46% | 26.72%-13.3pp | 37.89%-24.4pp | 160.69%-147.2pp |
| Employer contribution / active EE | $1,010 | $1,996-49.4% | $2,534-60.1% | $2,671-62.2% |
| Participant deferral / active EE | $2,048 | $2,999-31.7% | $3,833-46.6% | $4,126-50.4% |
| Admin fee / account holder | $1,811 | $4,776-62.1% | $5,475-66.9% | $5,650-67.9% |