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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 | $34,207 | $56,116-39.0% | $135,768-74.8% | $86,983-60.7% |
| Participation rate | 46.2% | 60.1%-14.0pp | 71.1%-24.9pp | 69.5%-23.4pp |
| Annual return | 16.00% | 125.33%-109.3pp | 526.10%-510.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $193 | $1,528-87.4% | $3,394-94.3% | $2,584-92.5% |
| Participant deferral / active EE | $1,042 | $2,690-61.3% | $3,977-73.8% | $4,194-75.2% |
| Admin fee / account holder | $2,927 | $4,314-32.2% | $7,048-58.5% | $7,856-62.7% |