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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 | $33,976 | $48,337-29.7% | $67,560-49.7% | $80,959-58.0% |
| Participation rate | 38.7% | 66.4%-27.7pp | 72.9%-34.2pp | 67.7%-29.0pp |
| Annual return | 16.31% | 18.26%-2.0pp | 3533.50%-3517.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,621 | $2,023-19.9% | $2,737-40.8% | $2,757-41.2% |
| Participant deferral / active EE | $2,208 | $2,928-24.6% | $4,004-44.9% | $4,300-48.7% |
| Admin fee / account holder | $3,407 | $3,695-7.8% | $3,994-14.7% | $6,925-50.8% |