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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 | $33,310 | $48,337-31.1% | $67,560-50.7% | $80,959-58.9% |
| Participation rate | 43.3% | 66.4%-23.1pp | 72.9%-29.6pp | 67.7%-24.3pp |
| Annual return | 11.85% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,315 | $2,023-35.0% | $2,737-51.9% | $2,757-52.3% |
| Participant deferral / active EE | $2,326 | $2,928-20.6% | $4,004-41.9% | $4,300-45.9% |
| Admin fee / account holder | $2,218 | $3,695-40.0% | $3,994-44.5% | $6,925-68.0% |