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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 | $34,427 | $51,638-33.3% | $68,368-49.6% | $82,448-58.2% |
| Participation rate | 45.3% | 63.6%-18.3pp | 73.8%-28.4pp | 68.1%-22.8pp |
| Annual return | 17.12% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $426 | $2,047-79.2% | $2,649-83.9% | $2,551-83.3% |
| Participant deferral / active EE | $1,467 | $2,914-49.7% | $4,123-64.4% | $4,139-64.6% |
| Admin fee / account holder | $2,261 | $4,643-51.3% | $5,150-56.1% | $7,234-68.7% |