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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 | $36,495 | $51,638-29.3% | $68,368-46.6% | $82,448-55.7% |
| Participation rate | 48.5% | 63.6%-15.1pp | 73.8%-25.3pp | 68.1%-19.6pp |
| Annual return | 18.98% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,190 | $2,047-41.9% | $2,649-55.1% | $2,551-53.4% |
| Participant deferral / active EE | $2,831 | $2,914-2.8% | $4,123-31.3% | $4,139-31.6% |
| Admin fee / account holder | $307 | $4,643-93.4% | $5,150-94.0% | $7,234-95.8% |