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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 | $32,404 | $77,908-58.4% | $149,696-78.4% | $75,173-56.9% |
| Participation rate | 45.3% | 65.6%-20.2pp | 78.8%-33.4pp | 67.2%-21.9pp |
| Annual return | 19.34% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,106 | $3,138-64.8% | $4,821-77.1% | $2,671-58.6% |
| Participant deferral / active EE | $2,482 | $3,411-27.3% | $5,682-56.3% | $4,126-39.9% |
| Admin fee / account holder | $1,481 | $5,950-75.1% | $13,212-88.8% | $5,651-73.8% |