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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 | $35,846 | $88,672-59.6% | $105,223-65.9% | $82,448-56.5% |
| Participation rate | 23.1% | 67.9%-44.8pp | 75.0%-52.0pp | 68.1%-45.0pp |
| Annual return | 14.40% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $917 | $3,048-69.9% | $3,689-75.1% | $2,551-64.1% |
| Participant deferral / active EE | $1,745 | $4,036-56.8% | $5,072-65.6% | $4,139-57.9% |
| Admin fee / account holder | $376 | $7,146-94.7% | $8,859-95.8% | $7,234-94.8% |