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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 | $93,345-63.2% | $119,126-71.2% | $87,485-60.8% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 19.75% | 19.08%+0.7pp | 282.11%-262.4pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,400 | $3,172-55.8% | $4,034-65.3% | $2,596-46.1% |
| Participant deferral / active EE | $5,186 | $4,099+26.5% | $5,318-2.5% | $4,274+21.3% |
| Admin fee / account holder | $1,871 | $8,039-76.7% | $10,693-82.5% | $7,775-75.9% |