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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 | $39,909 | $84,236-52.6% | $170,435-76.6% | $70,126-43.1% |
| Participation rate | 35.8% | 70.8%-35.0pp | 83.6%-47.8pp | 69.5%-33.7pp |
| Annual return | 26.11% | 23.06%+3.1pp | 205.94%-179.8pp | 73.15%-47.0pp |
| Employer contribution / active EE | $551 | $3,387-83.7% | $5,432-89.9% | $2,343-76.5% |
| Participant deferral / active EE | $1,022 | $3,086-66.9% | $4,939-79.3% | $3,332-69.3% |
| Admin fee / account holder | $3,028 | $5,698-46.9% | $13,881-78.2% | $4,645-34.8% |