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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 | $34,316 | $88,672-61.3% | $105,223-67.4% | $82,448-58.4% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 19.75% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,400 | $3,048-54.1% | $3,689-62.0% | $2,551-45.1% |
| Participant deferral / active EE | $5,186 | $4,036+28.5% | $5,072+2.3% | $4,139+25.3% |
| Admin fee / account holder | $1,871 | $7,146-73.8% | $8,859-78.9% | $7,234-74.1% |