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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 | $36,819 | $48,314-23.8% | $67,561-45.5% | $80,925-54.5% |
| Participation rate | 53.1% | 66.4%-13.3pp | 72.9%-19.8pp | 67.7%-14.6pp |
| Annual return | 19.57% | 18.28%+1.3pp | 3525.44%-3505.9pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,216 | $2,022-39.8% | $2,735-55.5% | $2,756-55.9% |
| Participant deferral / active EE | $2,364 | $2,927-19.2% | $4,003-40.9% | $4,299-45.0% |
| Admin fee / account holder | $2,613 | $3,690-29.2% | $4,006-34.8% | $6,940-62.3% |