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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 | $34,987 | $76,407-54.2% | $150,298-76.7% | $82,448-57.6% |
| Participation rate | 42.1% | 66.4%-24.3pp | 77.8%-35.7pp | 68.1%-26.0pp |
| Annual return | 20.60% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,982 | $2,614-24.2% | $4,154-52.3% | $2,551-22.3% |
| Participant deferral / active EE | $2,033 | $3,214-36.7% | $5,453-62.7% | $4,139-50.9% |
| Admin fee / account holder | $418 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |