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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 | $38,509 | $78,690-51.1% | $161,489-76.2% | $87,485-56.0% |
| Participation rate | 34.1% | 67.5%-33.4pp | 78.7%-44.6pp | 68.9%-34.8pp |
| Annual return | 17.23% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $465 | $2,588-82.1% | $4,268-89.1% | $2,596-82.1% |
| Participant deferral / active EE | $1,294 | $3,311-60.9% | $5,630-77.0% | $4,274-69.7% |
| Admin fee / account holder | $3,732 | $6,724-44.5% | $16,006-76.7% | $7,775-52.0% |