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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 | $44,884 | $56,060-19.9% | $76,002-40.9% | $80,874-44.5% |
| Participation rate | 32.3% | 62.0%-29.7pp | 69.1%-36.8pp | 67.6%-35.3pp |
| Annual return | 22.97% | 20.54%+2.4pp | 360.07%-337.1pp | 35.62%-12.6pp |
| Employer contribution / active EE | $1,616 | $1,873-13.8% | $2,688-39.9% | $2,756-41.4% |
| Participant deferral / active EE | $2,118 | $3,051-30.6% | $4,257-50.3% | $4,297-50.7% |
| Admin fee / account holder | $6,274 | $5,237+19.8% | $6,414-2.2% | $6,935-9.5% |