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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 | $32,847 | $71,208-53.9% | $93,681-64.9% | $80,911-59.4% |
| Participation rate | 16.7% | 60.4%-43.7pp | 68.7%-52.1pp | 67.6%-51.0pp |
| Annual return | 12.16% | 11.27%+0.9pp | 133.47%-121.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,030 | $1,564-34.2% | $2,422-57.5% | $2,756-62.6% |
| Participant deferral / active EE | $2,488 | $4,035-38.3% | $4,415-43.7% | $4,297-42.1% |
| Admin fee / account holder | $358 | $6,951-94.8% | $8,290-95.7% | $6,935-94.8% |