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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 | $43,407 | $80,748-46.2% | $102,383-57.6% | $74,429-41.7% |
| Participation rate | 38.0% | 65.7%-27.7pp | 74.5%-36.5pp | 67.2%-29.2pp |
| Annual return | 19.08% | 27.57%-8.5pp | 24.94%-5.9pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $948 | $3,159-70.0% | $3,870-75.5% | $2,625-63.9% |
| Participant deferral / active EE | $1,677 | $3,861-56.6% | $5,060-66.9% | $4,348-61.4% |
| Admin fee / account holder | $3,387 | $2,371+42.9% | $8,391-59.6% | $1,944+74.2% |