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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 | $34,282 | $91,167-62.4% | $178,498-80.8% | $79,858-57.1% |
| Participation rate | 55.1% | 69.2%-14.2pp | 81.9%-26.9pp | 69.6%-14.6pp |
| Annual return | 16.91% | 24.19%-7.3pp | 151.09%-134.2pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,059 | $3,255-67.5% | $5,011-78.9% | $2,471-57.1% |
| Participant deferral / active EE | $2,112 | $3,236-34.7% | $5,202-59.4% | $3,740-43.5% |
| Admin fee / account holder | $4,433 | $6,747-34.3% | $13,985-68.3% | $5,306-16.5% |