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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 | $32,020 | $51,606-38.0% | $129,339-75.2% | $80,911-60.4% |
| Participation rate | 39.1% | 57.0%-17.8pp | 69.6%-30.5pp | 67.6%-28.5pp |
| Annual return | 12.37% | 20.76%-8.4pp | 9437.05%-9424.7pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,334 | $1,582-15.7% | $4,154-67.9% | $2,756-51.6% |
| Participant deferral / active EE | $3,559 | $2,669+33.4% | $4,170-14.7% | $4,297-17.2% |
| Admin fee / account holder | $4,461 | $4,310+3.5% | $7,668-41.8% | $6,935-35.7% |