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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 | $39,190 | $80,332-51.2% | $107,187-63.4% | $64,097-38.9% |
| Participation rate | 28.2% | 54.4%-26.2pp | 75.0%-46.9pp | 55.2%-27.0pp |
| Annual return | 20.34% | 24.26%-3.9pp | 204.55%-184.2pp | 34.64%-14.3pp |
| Employer contribution / active EE | $1,015 | $2,501-59.4% | $3,782-73.2% | $1,891-46.3% |
| Participant deferral / active EE | $2,501 | $3,109-19.5% | $5,096-50.9% | $3,080-18.8% |
| Admin fee / account holder | $4,020 | $4,314-6.8% | $9,162-56.1% | $3,454+16.4% |