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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 | $34,861 | $58,292-40.2% | $86,640-59.8% | $71,511-51.3% |
| Participation rate | 54.9% | 65.0%-10.1pp | 71.7%-16.8pp | 67.9%-13.0pp |
| Annual return | 20.74% | 21.63%-0.9pp | 592.52%-571.8pp | 28.86%-8.1pp |
| Employer contribution / active EE | $947 | $2,574-63.2% | $3,024-68.7% | $2,589-63.4% |
| Participant deferral / active EE | $2,587 | $3,438-24.8% | $4,438-41.7% | $4,291-39.7% |
| Admin fee / account holder | $2,903 | $1,057+174.6% | $5,616-48.3% | $1,588+82.8% |