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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 | $34,318 | $53,127-35.4% | $86,597-60.4% | $70,131-51.1% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 17.29% | 27.66%-10.4pp | 964.96%-947.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,037 | $2,068-49.9% | $2,840-63.5% | $2,342-55.7% |
| Participant deferral / active EE | $2,364 | $2,696-12.3% | $3,609-34.5% | $3,332-29.0% |
| Admin fee / account holder | $8,827 | $3,585+146.2% | $4,906+79.9% | $4,645+90.0% |