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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 | $43,129 | $89,259-51.7% | $107,187-59.8% | $82,637-47.8% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.7pp | 68.1%-32.8pp |
| Annual return | 18.20% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,834 | $3,080-40.4% | $3,782-51.5% | $2,552-28.1% |
| Participant deferral / active EE | $3,105 | $4,037-23.1% | $5,096-39.1% | $4,126-24.7% |
| Admin fee / account holder | $3,343 | $7,381-54.7% | $9,162-63.5% | $7,339-54.4% |