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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 | $32,977 | $89,259-63.1% | $107,187-69.2% | $82,637-60.1% |
| Participation rate | 26.9% | 67.9%-41.0pp | 75.0%-48.1pp | 68.1%-41.1pp |
| Annual return | 18.48% | 21.02%-2.5pp | 204.55%-186.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,177 | $3,080-29.3% | $3,782-42.4% | $2,552-14.7% |
| Participant deferral / active EE | $2,952 | $4,037-26.9% | $5,096-42.1% | $4,126-28.5% |
| Admin fee / account holder | $2,312 | $7,381-68.7% | $9,162-74.8% | $7,339-68.5% |