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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 | $33,119 | $39,162-15.4% | $100,671-67.1% | $59,633-44.5% |
| Participation rate | 38.1% | 55.9%-17.8pp | 70.7%-32.6pp | 68.7%-30.6pp |
| Annual return | -0.58% | 21.07%-21.7pp | 20.43%-21.0pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $962 | $1,151-16.4% | $4,012-76.0% | $2,203-56.3% |
| Participant deferral / active EE | $1,658 | $1,992-16.7% | $3,144-47.2% | $3,192-48.0% |
| Admin fee / account holder | $1,860 | $2,969-37.4% | $4,850-61.6% | $4,297-56.7% |