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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 | $55,930-17.4% | $76,089-39.2% | $80,925-42.9% |
| Participation rate | 35.4% | 62.1%-26.6pp | 69.1%-33.7pp | 67.7%-32.2pp |
| Annual return | 16.02% | 20.58%-4.6pp | 360.94%-344.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,424 | $1,866-23.7% | $2,690-47.0% | $2,756-48.3% |
| Participant deferral / active EE | $2,319 | $3,051-24.0% | $4,259-45.6% | $4,299-46.1% |
| Admin fee / account holder | $352 | $5,241-93.3% | $6,418-94.5% | $6,940-94.9% |