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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 | $30,414 | $52,978-42.6% | $116,096-73.8% | $65,306-53.4% |
| Participation rate | 27.0% | 51.6%-24.6pp | 73.3%-46.3pp | 57.7%-30.6pp |
| Annual return | 16.75% | 27.83%-11.1pp | 326.25%-309.5pp | 21.94%-5.2pp |
| Employer contribution / active EE | $1,159 | $1,182-1.9% | $2,503-53.7% | $1,967-41.1% |
| Participant deferral / active EE | $1,951 | $2,197-11.2% | $3,952-50.6% | $2,959-34.1% |
| Admin fee / account holder | $4,418 | $2,820+56.7% | $7,704-42.6% | $3,480+27.0% |