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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 | $35,751 | $81,276-56.0% | $155,574-77.0% | $80,925-55.8% |
| Participation rate | 14.3% | 66.2%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | 13.90% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $626 | $3,103-79.8% | $4,676-86.6% | $2,756-77.3% |
| Participant deferral / active EE | $1,269 | $3,453-63.2% | $5,629-77.4% | $4,299-70.5% |
| Admin fee / account holder | $402 | $7,993-95.0% | $15,914-97.5% | $6,940-94.2% |