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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 | $34,410 | $48,314-28.8% | $67,561-49.1% | $80,925-57.5% |
| Participation rate | 56.8% | 66.4%-9.6pp | 72.9%-16.1pp | 67.7%-10.9pp |
| Annual return | 18.52% | 18.28%+0.2pp | 3525.44%-3506.9pp | 35.65%-17.1pp |
| Employer contribution / active EE | $633 | $2,022-68.7% | $2,735-76.9% | $2,756-77.0% |
| Participant deferral / active EE | $2,083 | $2,927-28.8% | $4,003-48.0% | $4,299-51.5% |
| Admin fee / account holder | $3,414 | $3,690-7.5% | $4,006-14.8% | $6,940-50.8% |