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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 | $33,838 | $47,163-28.3% | $149,696-77.4% | $74,460-54.6% |
| Participation rate | 34.6% | 63.4%-28.8pp | 78.8%-44.1pp | 70.7%-36.1pp |
| Annual return | 23.79% | 22.75%+1.0pp | 134.46%-110.7pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,095 | $1,907-42.6% | $4,821-77.3% | $2,638-58.5% |
| Participant deferral / active EE | $2,797 | $2,730+2.4% | $5,682-50.8% | $4,530-38.3% |
| Admin fee / account holder | $3,427 | $343+899.3% | $13,212-74.1% | $348+885.4% |