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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 | $76,407-55.5% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 14.9% | 66.4%-51.5pp | 77.8%-62.9pp | 68.1%-53.2pp |
| Annual return | 21.93% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $465 | $2,614-82.2% | $4,154-88.8% | $2,551-81.8% |
| Participant deferral / active EE | $1,773 | $3,214-44.8% | $5,453-67.5% | $4,139-57.2% |
| Admin fee / account holder | $1,378 | $6,352-78.3% | $14,116-90.2% | $7,234-81.0% |