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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 | $34,568 | $43,496-20.5% | $161,489-78.6% | $64,340-46.3% |
| Participation rate | 34.3% | 53.5%-19.3pp | 78.7%-44.4pp | 55.2%-21.0pp |
| Annual return | 13.59% | 20.76%-7.2pp | 89.72%-76.1pp | 24.14%-10.6pp |
| Employer contribution / active EE | $389 | $1,431-72.8% | $4,268-90.9% | $1,862-79.1% |
| Participant deferral / active EE | $898 | $1,996-55.0% | $5,630-84.0% | $2,980-69.9% |
| Admin fee / account holder | $2,160 | $2,330-7.3% | $16,006-86.5% | $3,703-41.6% |