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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 | $34,058 | $77,901-56.3% | $149,717-77.3% | $75,181-54.7% |
| Participation rate | 30.3% | 65.6%-35.3pp | 78.8%-48.5pp | 67.2%-36.9pp |
| Annual return | 18.39% | 31.73%-13.3pp | 134.41%-116.0pp | 160.69%-142.3pp |
| Employer contribution / active EE | $748 | $3,137-76.2% | $4,820-84.5% | $2,671-72.0% |
| Participant deferral / active EE | $2,238 | $3,411-34.4% | $5,682-60.6% | $4,126-45.8% |
| Admin fee / account holder | $3,946 | $5,949-33.7% | $13,213-70.1% | $5,650-30.2% |