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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 | $36,289 | $56,060-35.3% | $76,002-52.3% | $80,874-55.1% |
| Participation rate | 56.3% | 62.0%-5.8pp | 69.1%-12.8pp | 67.6%-11.4pp |
| Annual return | 11.00% | 20.54%-9.5pp | 360.07%-349.1pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,274 | $1,873-32.0% | $2,688-52.6% | $2,756-53.8% |
| Participant deferral / active EE | $2,028 | $3,051-33.5% | $4,257-52.3% | $4,297-52.8% |
| Admin fee / account holder | $6,072 | $5,237+15.9% | $6,414-5.3% | $6,935-12.5% |