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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 | $33,776 | $78,690-57.1% | $161,489-79.1% | $87,485-61.4% |
| Participation rate | 37.0% | 67.5%-30.5pp | 78.7%-41.7pp | 68.9%-32.0pp |
| Annual return | 25.57% | 32.74%-7.2pp | 89.72%-64.2pp | 26.06%-0.5pp |
| Employer contribution / active EE | $902 | $2,588-65.1% | $4,268-78.9% | $2,596-65.2% |
| Participant deferral / active EE | $2,271 | $3,311-31.4% | $5,630-59.7% | $4,274-46.9% |
| Admin fee / account holder | $9,201 | $6,724+36.8% | $16,006-42.5% | $7,775+18.3% |