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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 | $48,314-29.7% | $67,561-49.7% | $80,925-58.0% |
| Participation rate | 38.7% | 66.4%-27.7pp | 72.9%-34.2pp | 67.7%-28.9pp |
| Annual return | 16.31% | 18.28%-2.0pp | 3525.44%-3509.1pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,621 | $2,022-19.8% | $2,735-40.7% | $2,756-41.2% |
| Participant deferral / active EE | $2,208 | $2,927-24.6% | $4,003-44.8% | $4,299-48.6% |
| Admin fee / account holder | $3,407 | $3,690-7.7% | $4,006-15.0% | $6,940-50.9% |