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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 | $34,301 | $88,672-61.3% | $105,223-67.4% | $82,448-58.4% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 18.81% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,469 | $3,048-51.8% | $3,689-60.2% | $2,551-42.4% |
| Participant deferral / active EE | $2,159 | $4,036-46.5% | $5,072-57.4% | $4,139-47.8% |
| Admin fee / account holder | $2,427 | $7,146-66.0% | $8,859-72.6% | $7,234-66.5% |