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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 | $31,984 | $85,766-62.7% | $136,298-76.5% | $70,126-54.4% |
| Participation rate | 65.5% | 74.2%-8.6pp | 81.9%-16.4pp | 69.5%-4.0pp |
| Annual return | 17.38% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,792 | $2,966-39.6% | $4,696-61.8% | $2,343-23.5% |
| Participant deferral / active EE | $3,783 | $5,051-25.1% | $6,247-39.5% | $3,332+13.5% |
| Admin fee / account holder | $3,162 | $5,421-41.7% | $9,244-65.8% | $4,645-31.9% |