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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 | $31,546 | $39,162-19.4% | $100,671-68.7% | $59,633-47.1% |
| Participation rate | 52.5% | 55.9%-3.3pp | 70.7%-18.2pp | 68.7%-16.1pp |
| Annual return | 0.90% | 21.07%-20.2pp | 20.43%-19.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,324 | $1,151+15.1% | $4,012-67.0% | $2,203-39.9% |
| Participant deferral / active EE | $888 | $1,992-55.4% | $3,144-71.8% | $3,192-72.2% |
| Admin fee / account holder | $4,164 | $2,969+40.2% | $4,850-14.1% | $4,297-3.1% |