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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 | $32,006 | $77,908-58.9% | $149,696-78.6% | $75,173-57.4% |
| Participation rate | 57.8% | 65.6%-7.8pp | 78.8%-21.0pp | 67.2%-9.4pp |
| Annual return | 16.31% | 31.73%-15.4pp | 134.46%-118.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $866 | $3,138-72.4% | $4,821-82.0% | $2,671-67.6% |
| Participant deferral / active EE | $1,877 | $3,411-45.0% | $5,682-67.0% | $4,126-54.5% |
| Admin fee / account holder | $2,872 | $5,950-51.7% | $13,212-78.3% | $5,651-49.2% |