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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 | $33,149 | $41,016-19.2% | $152,093-78.2% | $64,097-48.3% |
| Participation rate | 39.2% | 51.3%-12.1pp | 77.8%-38.6pp | 55.2%-16.0pp |
| Annual return | 13.19% | 39.60%-26.4pp | 66.36%-53.2pp | 34.64%-21.5pp |
| Employer contribution / active EE | $723 | $1,342-46.1% | $4,175-82.7% | $1,891-61.8% |
| Participant deferral / active EE | $1,418 | $1,927-26.4% | $5,451-74.0% | $3,080-54.0% |
| Admin fee / account holder | $1,749 | $2,305-24.1% | $14,497-87.9% | $3,454-49.4% |