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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 | $40,587 | $77,814-47.8% | $158,223-74.3% | $86,983-53.3% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 19.28% | 30.54%-11.3pp | 52.09%-32.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $732 | $2,592-71.8% | $4,109-82.2% | $2,584-71.7% |
| Participant deferral / active EE | $1,576 | $3,270-51.8% | $5,467-71.2% | $4,194-62.4% |
| Admin fee / account holder | $1,749 | $5,879-70.3% | $16,047-89.1% | $7,856-77.7% |