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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 | $47,105-16.1% | $68,368-42.2% | $67,986-41.9% |
| Participation rate | 40.0% | 51.8%-11.8pp | 73.8%-33.8pp | 57.2%-17.2pp |
| Annual return | 18.20% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $708 | $1,859-61.9% | $2,649-73.3% | $2,019-64.9% |
| Participant deferral / active EE | $1,487 | $2,374-37.4% | $4,123-63.9% | $3,358-55.7% |
| Admin fee / account holder | $3,924 | $2,435+61.1% | $5,150-23.8% | $3,203+22.5% |