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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 | $28,468 | $88,672-67.9% | $105,223-72.9% | $82,448-65.5% |
| Participation rate | 42.5% | 67.9%-25.4pp | 75.0%-32.5pp | 68.1%-25.6pp |
| Annual return | 18.66% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,446 | $3,048-52.5% | $3,689-60.8% | $2,551-43.3% |
| Participant deferral / active EE | $2,680 | $4,036-33.6% | $5,072-47.2% | $4,139-35.3% |
| Admin fee / account holder | $3,491 | $7,146-51.1% | $8,859-60.6% | $7,234-51.7% |