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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 | $24,352 | $75,541-67.8% | $152,093-84.0% | $82,637-70.5% |
| Participation rate | 32.0% | 66.5%-34.5pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 19.68% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $636 | $2,622-75.8% | $4,175-84.8% | $2,552-75.1% |
| Participant deferral / active EE | $2,769 | $3,206-13.6% | $5,451-49.2% | $4,126-32.9% |
| Admin fee / account holder | $3,719 | $6,405-41.9% | $14,497-74.3% | $7,339-49.3% |