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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 | $89,259-61.6% | $107,187-68.0% | $82,637-58.5% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 18.81% | 21.02%-2.2pp | 204.55%-185.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,469 | $3,080-52.3% | $3,782-61.2% | $2,552-42.5% |
| Participant deferral / active EE | $2,159 | $4,037-46.5% | $5,096-57.6% | $4,126-47.7% |
| Admin fee / account holder | $2,427 | $7,381-67.1% | $9,162-73.5% | $7,339-66.9% |