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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 | $33,985 | $56,063-39.4% | $76,051-55.3% | $80,911-58.0% |
| Participation rate | 51.9% | 62.0%-10.1pp | 69.1%-17.1pp | 67.6%-15.7pp |
| Annual return | 13.84% | 20.54%-6.7pp | 360.42%-346.6pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,860 | $1,874-0.8% | $2,690-30.9% | $2,756-32.5% |
| Participant deferral / active EE | $3,582 | $3,052+17.3% | $4,257-15.9% | $4,297-16.7% |
| Admin fee / account holder | $3,032 | $5,240-42.1% | $6,416-52.7% | $6,935-56.3% |