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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 | $29,950 | $76,642-60.9% | $146,866-79.6% | $65,306-54.1% |
| Participation rate | 40.7% | 61.2%-20.6pp | 82.5%-41.8pp | 57.7%-17.0pp |
| Annual return | 17.16% | 33.40%-16.2pp | 102.85%-85.7pp | 21.94%-4.8pp |
| Employer contribution / active EE | $1,167 | $2,621-55.5% | $4,425-73.6% | $1,967-40.7% |
| Participant deferral / active EE | $2,365 | $4,864-51.4% | $7,759-69.5% | $2,959-20.1% |
| Admin fee / account holder | $4,458 | $3,960+12.6% | $13,620-67.3% | $3,480+28.1% |