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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 | $50,554-33.9% | $67,681-50.7% | $87,485-61.8% |
| Participation rate | 52.3% | 67.7%-15.4pp | 73.7%-21.4pp | 68.9%-16.6pp |
| Annual return | 12.88% | 17.81%-4.9pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,389 | $1,988-30.2% | $2,678-48.1% | $2,596-46.5% |
| Participant deferral / active EE | $1,790 | $2,961-39.5% | $3,976-55.0% | $4,274-58.1% |
| Admin fee / account holder | $2,566 | $4,132-37.9% | $6,100-57.9% | $7,775-67.0% |