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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 | $34,385 | $88,672-61.2% | $105,223-67.3% | $82,448-58.3% |
| Participation rate | 32.3% | 67.9%-35.7pp | 75.0%-42.8pp | 68.1%-35.8pp |
| Annual return | 22.76% | 30.86%-8.1pp | 180.65%-157.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,073 | $3,048-64.8% | $3,689-70.9% | $2,551-57.9% |
| Participant deferral / active EE | $2,363 | $4,036-41.4% | $5,072-53.4% | $4,139-42.9% |
| Admin fee / account holder | $445 | $7,146-93.8% | $8,859-95.0% | $7,234-93.8% |