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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 | $37,769 | $46,596-18.9% | $64,099-41.1% | $75,181-49.8% |
| Participation rate | 32.1% | 65.9%-33.9pp | 72.3%-40.2pp | 67.2%-35.1pp |
| Annual return | 15.34% | 26.04%-10.7pp | 33.70%-18.4pp | 160.69%-145.3pp |
| Employer contribution / active EE | $1,035 | $1,975-47.6% | $2,748-62.3% | $2,671-61.3% |
| Participant deferral / active EE | $1,143 | $2,837-59.7% | $3,881-70.6% | $4,126-72.3% |
| Admin fee / account holder | $337 | $2,954-88.6% | $3,070-89.0% | $5,650-94.0% |