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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 | $89,259-61.5% | $107,187-67.9% | $82,637-58.4% |
| Participation rate | 32.3% | 67.9%-35.7pp | 75.0%-42.8pp | 68.1%-35.8pp |
| Annual return | 22.76% | 21.02%+1.7pp | 204.55%-181.8pp | 53.51%-30.7pp |
| Employer contribution / active EE | $1,073 | $3,080-65.2% | $3,782-71.6% | $2,552-58.0% |
| Participant deferral / active EE | $2,363 | $4,037-41.5% | $5,096-53.6% | $4,126-42.7% |
| Admin fee / account holder | $445 | $7,381-94.0% | $9,162-95.1% | $7,339-93.9% |