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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 | $37,462 | $102,429-63.4% | $147,096-74.5% | $80,925-53.7% |
| Participation rate | 36.6% | 75.9%-39.3pp | 82.2%-45.6pp | 67.7%-31.1pp |
| Annual return | 16.93% | 135.02%-118.1pp | 419.75%-402.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,695 | $3,716-54.4% | $4,936-65.7% | $2,756-38.5% |
| Participant deferral / active EE | $3,394 | $6,649-49.0% | $8,071-58.0% | $4,299-21.1% |
| Admin fee / account holder | $4,912 | $7,957-38.3% | $13,005-62.2% | $6,940-29.2% |