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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 | $21,496 | $81,358-73.6% | $155,556-86.2% | $80,959-73.4% |
| Participation rate | 34.8% | 66.3%-31.5pp | 78.2%-43.4pp | 67.7%-32.9pp |
| Annual return | 10.79% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $779 | $3,106-74.9% | $4,675-83.3% | $2,757-71.7% |
| Participant deferral / active EE | $2,590 | $3,455-25.1% | $5,631-54.0% | $4,300-39.8% |
| Admin fee / account holder | $1,196 | $7,994-85.0% | $15,885-92.5% | $6,925-82.7% |