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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 | $33,393 | $55,457-39.8% | $77,361-56.8% | $94,015-64.5% |
| Participation rate | 52.3% | 69.8%-17.5pp | 75.0%-22.7pp | 70.8%-18.5pp |
| Annual return | 12.88% | 15.57%-2.7pp | 1011.54%-998.7pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,389 | $2,255-38.4% | $2,990-53.6% | $2,790-50.2% |
| Participant deferral / active EE | $1,790 | $3,069-41.7% | $3,911-54.2% | $4,249-57.9% |
| Admin fee / account holder | $2,566 | $4,334-40.8% | $5,894-56.5% | $8,951-71.3% |