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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 | $38,423 | $78,423-51.0% | $95,964-60.0% | $79,856-51.9% |
| Participation rate | 58.3% | 73.5%-15.2pp | 77.1%-18.8pp | 69.6%-11.3pp |
| Annual return | 14.89% | 19.37%-4.5pp | 91.64%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,084 | $1,945-44.3% | $2,541-57.4% | $2,471-56.1% |
| Participant deferral / active EE | $2,299 | $3,440-33.2% | $4,167-44.8% | $3,741-38.5% |
| Admin fee / account holder | $1,638 | $5,622-70.9% | $6,797-75.9% | $5,306-69.1% |