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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 | $34,322 | $75,183-54.3% | $123,894-72.3% | $55,167-37.8% |
| Participation rate | 50.8% | 72.8%-22.0pp | 81.4%-30.6pp | 69.0%-18.2pp |
| Annual return | 14.31% | 19.01%-4.7pp | 47.52%-33.2pp | 169.23%-154.9pp |
| Employer contribution / active EE | $1,542 | $2,823-45.4% | $4,617-66.6% | $1,963-21.4% |
| Participant deferral / active EE | $3,448 | $5,084-32.2% | $5,984-42.4% | $3,054+12.9% |
| Admin fee / account holder | $1,670 | $663+152.0% | $8,357-80.0% | $504+231.3% |