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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 | $47,553-16.9% | $136,867-71.1% | $69,733-43.3% |
| Participation rate | 40.0% | 61.4%-21.4pp | 74.5%-34.5pp | 62.5%-22.5pp |
| Annual return | 18.20% | -91.50%+109.7pp | 42.97%-24.8pp | 15.22%+3.0pp |
| Employer contribution / active EE | $708 | $2,087-66.1% | $3,547-80.0% | $2,250-68.5% |
| Participant deferral / active EE | $1,487 | $2,300-35.4% | $4,924-69.8% | $3,054-51.3% |
| Admin fee / account holder | $3,924 | $3,496+12.2% | $10,340-62.1% | $3,102+26.5% |