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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 | $32,300 | $91,198-64.6% | $178,503-81.9% | $79,856-59.6% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 20.67% | 24.20%-3.5pp | 151.12%-130.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,250 | $3,257-61.6% | $5,011-75.1% | $2,471-49.4% |
| Participant deferral / active EE | $2,722 | $3,237-15.9% | $5,202-47.7% | $3,741-27.2% |
| Admin fee / account holder | $2,263 | $6,748-66.5% | $13,987-83.8% | $5,306-57.3% |