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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 | $78,690-69.1% | $161,489-84.9% | $87,485-72.2% |
| Participation rate | 32.0% | 67.5%-35.5pp | 78.7%-46.7pp | 68.9%-36.9pp |
| Annual return | 19.68% | 32.74%-13.1pp | 89.72%-70.0pp | 26.06%-6.4pp |
| Employer contribution / active EE | $636 | $2,588-75.4% | $4,268-85.1% | $2,596-75.5% |
| Participant deferral / active EE | $2,769 | $3,311-16.4% | $5,630-50.8% | $4,274-35.2% |
| Admin fee / account holder | $3,719 | $6,724-44.7% | $16,006-76.8% | $7,775-52.2% |