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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 | $46,224 | $56,060-17.5% | $76,002-39.2% | $80,874-42.8% |
| Participation rate | 35.4% | 62.0%-26.6pp | 69.1%-33.7pp | 67.6%-32.2pp |
| Annual return | 16.02% | 20.54%-4.5pp | 360.07%-344.1pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,424 | $1,873-24.0% | $2,688-47.0% | $2,756-48.3% |
| Participant deferral / active EE | $2,319 | $3,051-24.0% | $4,257-45.5% | $4,297-46.0% |
| Admin fee / account holder | $352 | $5,237-93.3% | $6,414-94.5% | $6,935-94.9% |