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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 | $34,400 | $56,060-38.6% | $76,002-54.7% | $80,874-57.5% |
| Participation rate | 53.7% | 62.0%-8.3pp | 69.1%-15.3pp | 67.6%-13.9pp |
| Annual return | 27.87% | 20.54%+7.3pp | 360.07%-332.2pp | 35.62%-7.7pp |
| Employer contribution / active EE | $1,095 | $1,873-41.5% | $2,688-59.3% | $2,756-60.2% |
| Participant deferral / active EE | $2,190 | $3,051-28.2% | $4,257-48.6% | $4,297-49.0% |
| Admin fee / account holder | $3,728 | $5,237-28.8% | $6,414-41.9% | $6,935-46.2% |