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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 | $55,902-38.5% | $76,030-54.8% | $80,959-57.5% |
| Participation rate | 53.7% | 62.1%-8.3pp | 69.1%-15.3pp | 67.7%-13.9pp |
| Annual return | 27.87% | 20.59%+7.3pp | 361.54%-333.7pp | 35.67%-7.8pp |
| Employer contribution / active EE | $1,095 | $1,867-41.3% | $2,688-59.2% | $2,757-60.3% |
| Participant deferral / active EE | $2,190 | $3,051-28.2% | $4,257-48.6% | $4,300-49.1% |
| Admin fee / account holder | $3,728 | $5,239-28.8% | $6,421-41.9% | $6,925-46.2% |