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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 | $35,834 | $55,437-35.4% | $155,534-77.0% | $74,459-51.9% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 14.35% | 269.58%-255.2pp | 64.92%-50.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $962 | $2,266-57.6% | $4,675-79.4% | $2,626-63.4% |
| Participant deferral / active EE | $3,488 | $2,837+22.9% | $5,630-38.1% | $4,350-19.8% |
| Admin fee / account holder | $5,525 | $1,742+217.1% | $15,900-65.2% | $1,945+184.1% |