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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 | $36,170 | $99,345-63.6% | $84,753-57.3% | $273,972-86.8% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.42% | 22.93%-20.5pp | 22.78%-20.4pp | 41.46%-39.0pp |
| Employer contribution / active EE | $957 | $4,214-77.3% | $3,574-73.2% | $4,869-80.3% |
| Participant deferral / active EE | $2,758 | $4,270-35.4% | $3,712-25.7% | $5,287-47.8% |
| Admin fee / account holder | $1,352 | $6,645-79.7% | $5,333-74.6% | $10,133-86.7% |