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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 | $34,756 | $81,233-57.2% | $155,567-77.7% | $80,874-57.0% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.6%-39.1pp |
| Annual return | 13.57% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,092 | $3,101-64.8% | $4,674-76.6% | $2,756-60.4% |
| Participant deferral / active EE | $3,301 | $3,452-4.4% | $5,628-41.3% | $4,297-23.2% |
| Admin fee / account holder | $28,224 | $7,998+252.9% | $15,916+77.3% | $6,935+307.0% |