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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 | $34,616 | $88,672-61.0% | $105,223-67.1% | $82,448-58.0% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 22.09% | 30.86%-8.8pp | 180.65%-158.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,451 | $3,048-52.4% | $3,689-60.7% | $2,551-43.1% |
| Participant deferral / active EE | $3,393 | $4,036-15.9% | $5,072-33.1% | $4,139-18.0% |
| Admin fee / account holder | $798 | $7,146-88.8% | $8,859-91.0% | $7,234-89.0% |