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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 | $34,739 | $65,704-47.1% | $94,229-63.1% | $59,633-41.7% |
| Participation rate | 35.3% | 72.1%-36.8pp | 78.8%-43.5pp | 68.7%-33.4pp |
| Annual return | -0.74% | 5.22%-6.0pp | 10.68%-11.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,197 | $2,021-40.8% | $3,587-66.6% | $2,203-45.7% |
| Participant deferral / active EE | $1,943 | $3,143-38.2% | $4,320-55.0% | $3,192-39.1% |
| Admin fee / account holder | $6,887 | $4,265+61.5% | $6,269+9.9% | $4,297+60.3% |