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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 | $34,466 | $106,749-67.7% | $145,433-76.3% | $82,448-58.2% |
| Participation rate | 53.2% | 75.6%-22.5pp | 82.1%-28.9pp | 68.1%-14.9pp |
| Annual return | 17.19% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,406 | $3,444-30.2% | $4,554-47.2% | $2,551-5.7% |
| Participant deferral / active EE | $3,503 | $6,519-46.3% | $7,897-55.6% | $4,139-15.4% |
| Admin fee / account holder | $469 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |