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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 | $35,449 | $48,364-26.7% | $71,796-50.6% | $62,881-43.6% |
| Participation rate | 32.8% | 60.6%-27.8pp | 69.1%-36.3pp | 69.3%-36.5pp |
| Annual return | 5.48% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $239 | $1,042-77.1% | $1,924-87.6% | $2,281-89.5% |
| Participant deferral / active EE | $1,657 | $2,091-20.8% | $2,794-40.7% | $3,203-48.3% |
| Admin fee / account holder | $1,034 | $3,771-72.6% | $4,815-78.5% | $4,296-75.9% |