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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 | $34,858 | $84,236-58.6% | $170,435-79.5% | $70,126-50.3% |
| Participation rate | 46.4% | 70.8%-24.4pp | 83.6%-37.2pp | 69.5%-23.1pp |
| Annual return | 21.84% | 23.06%-1.2pp | 205.94%-184.1pp | 73.15%-51.3pp |
| Employer contribution / active EE | $391 | $3,387-88.5% | $5,432-92.8% | $2,343-83.3% |
| Participant deferral / active EE | $1,595 | $3,086-48.3% | $4,939-67.7% | $3,332-52.1% |
| Admin fee / account holder | $538 | $5,698-90.6% | $13,881-96.1% | $4,645-88.4% |