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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 | $34,351 | $77,901-55.9% | $149,717-77.1% | $75,181-54.3% |
| Participation rate | 28.0% | 65.6%-37.6pp | 78.8%-50.8pp | 67.2%-39.2pp |
| Annual return | 21.70% | 31.73%-10.0pp | 134.41%-112.7pp | 160.69%-139.0pp |
| Employer contribution / active EE | $1,226 | $3,137-60.9% | $4,820-74.6% | $2,671-54.1% |
| Participant deferral / active EE | $3,126 | $3,411-8.4% | $5,682-45.0% | $4,126-24.2% |
| Admin fee / account holder | $5,887 | $5,949-1.0% | $13,213-55.4% | $5,650+4.2% |