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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 | $42,646 | $51,638-17.4% | $68,368-37.6% | $82,448-48.3% |
| Participation rate | 35.8% | 63.6%-27.8pp | 73.8%-38.0pp | 68.1%-32.3pp |
| Annual return | 14.17% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,756 | $2,047-14.2% | $2,649-33.7% | $2,551-31.2% |
| Participant deferral / active EE | $1,135 | $2,914-61.1% | $4,123-72.5% | $4,139-72.6% |
| Admin fee / account holder | $603 | $4,643-87.0% | $5,150-88.3% | $7,234-91.7% |