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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 | $35,253 | $55,902-36.9% | $76,030-53.6% | $80,959-56.5% |
| Participation rate | 35.1% | 62.1%-27.0pp | 69.1%-34.0pp | 67.7%-32.6pp |
| Annual return | 30.36% | 20.59%+9.8pp | 361.54%-331.2pp | 35.67%-5.3pp |
| Employer contribution / active EE | $1,523 | $1,867-18.4% | $2,688-43.3% | $2,757-44.8% |
| Participant deferral / active EE | $2,460 | $3,051-19.4% | $4,257-42.2% | $4,300-42.8% |
| Admin fee / account holder | $1,042 | $5,239-80.1% | $6,421-83.8% | $6,925-84.9% |