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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 | $39,512 | $45,900-13.9% | $94,057-58.0% | $64,340-38.6% |
| Participation rate | 40.0% | 50.6%-10.6pp | 73.3%-33.3pp | 55.2%-15.2pp |
| Annual return | 18.20% | 50.47%-32.3pp | 480.62%-462.4pp | 24.14%-5.9pp |
| Employer contribution / active EE | $708 | $1,612-56.1% | $2,933-75.9% | $1,862-62.0% |
| Participant deferral / active EE | $1,487 | $2,102-29.3% | $4,709-68.4% | $2,980-50.1% |
| Admin fee / account holder | $3,924 | $3,143+24.8% | $7,244-45.8% | $3,703+6.0% |