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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 | $38,371 | $77,638-50.6% | $156,551-75.5% | $62,881-39.0% |
| Participation rate | 47.5% | 71.2%-23.7pp | 84.0%-36.6pp | 69.3%-21.8pp |
| Annual return | 7.00% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,086 | $3,444-68.5% | $5,501-80.3% | $2,281-52.4% |
| Participant deferral / active EE | $964 | $3,046-68.3% | $4,871-80.2% | $3,203-69.9% |
| Admin fee / account holder | $3,031 | $5,561-45.5% | $13,028-76.7% | $4,296-29.5% |