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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 | $33,972 | $77,814-56.3% | $158,223-78.5% | $86,983-60.9% |
| Participation rate | 14.9% | 68.4%-53.5pp | 79.2%-64.3pp | 69.5%-54.6pp |
| Annual return | 21.93% | 30.54%-8.6pp | 52.09%-30.2pp | 25.83%-3.9pp |
| Employer contribution / active EE | $465 | $2,592-82.0% | $4,109-88.7% | $2,584-82.0% |
| Participant deferral / active EE | $1,773 | $3,270-45.8% | $5,467-67.6% | $4,194-57.7% |
| Admin fee / account holder | $1,378 | $5,879-76.6% | $16,047-91.4% | $7,856-82.5% |