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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 | $32,753 | $45,343-27.8% | $150,298-78.2% | $67,986-51.8% |
| Participation rate | 35.4% | 51.9%-16.4pp | 77.8%-42.3pp | 57.2%-21.8pp |
| Annual return | 12.76% | 33.28%-20.5pp | 62.79%-50.0pp | 31.67%-18.9pp |
| Employer contribution / active EE | $663 | $1,462-54.6% | $4,154-84.0% | $2,019-67.2% |
| Participant deferral / active EE | $1,560 | $2,055-24.1% | $5,453-71.4% | $3,358-53.5% |
| Admin fee / account holder | $4,568 | $2,250+103.0% | $14,116-67.6% | $3,203+42.6% |