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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 | $29,742 | $99,345-70.1% | $84,753-64.9% | $273,972-89.1% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 4.54% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $877 | $4,214-79.2% | $3,574-75.5% | $4,869-82.0% |
| Participant deferral / active EE | $3,061 | $4,270-28.3% | $3,712-17.5% | $5,287-42.1% |
| Admin fee / account holder | $3,990 | $6,645-40.0% | $5,333-25.2% | $10,133-60.6% |