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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 | $34,405 | $57,541-40.2% | $95,728-64.1% | $75,181-54.2% |
| Participation rate | 42.2% | 62.5%-20.3pp | 72.3%-30.0pp | 67.2%-25.0pp |
| Annual return | 221.65% | 34.93%+186.7pp | 28.40%+193.3pp | 160.69%+61.0pp |
| Employer contribution / active EE | $1,171 | $1,808-35.2% | $2,835-58.7% | $2,671-56.2% |
| Participant deferral / active EE | $1,972 | $3,074-35.8% | $4,245-53.5% | $4,126-52.2% |
| Admin fee / account holder | $4,961 | $4,099+21.0% | $5,673-12.6% | $5,650-12.2% |