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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 | $45,343-26.9% | $150,298-77.9% | $67,986-51.2% |
| Participation rate | 39.2% | 51.9%-12.6pp | 77.8%-38.5pp | 57.2%-18.0pp |
| Annual return | 13.19% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $723 | $1,462-50.5% | $4,154-82.6% | $2,019-64.2% |
| Participant deferral / active EE | $1,418 | $2,055-31.0% | $5,453-74.0% | $3,358-57.8% |
| Admin fee / account holder | $1,749 | $2,250-22.2% | $14,116-87.6% | $3,203-45.4% |