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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 | $55,889-19.7% | $76,119-41.0% | $80,935-44.5% |
| Participation rate | 32.3% | 62.1%-29.8pp | 69.1%-36.8pp | 67.7%-35.4pp |
| Annual return | 22.97% | 20.58%+2.4pp | 361.25%-338.3pp | 35.66%-12.7pp |
| Employer contribution / active EE | $1,616 | $1,866-13.4% | $2,693-40.0% | $2,757-41.4% |
| Participant deferral / active EE | $2,118 | $3,051-30.6% | $4,259-50.3% | $4,299-50.7% |
| Admin fee / account holder | $6,274 | $5,241+19.7% | $6,421-2.3% | $6,924-9.4% |