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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 | $45,695 | $102,422-55.4% | $147,117-68.9% | $80,959-43.6% |
| Participation rate | 27.3% | 75.9%-48.6pp | 82.2%-54.9pp | 67.7%-40.4pp |
| Annual return | 15.37% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,343 | $3,717-63.9% | $4,932-72.8% | $2,757-51.3% |
| Participant deferral / active EE | $3,134 | $6,652-52.9% | $8,065-61.1% | $4,300-27.1% |
| Admin fee / account holder | $8,198 | $7,953+3.1% | $12,993-36.9% | $6,925+18.4% |