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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 | $40,220 | $75,832-47.0% | $147,617-72.8% | $59,633-32.6% |
| Participation rate | 49.4% | 71.6%-22.2pp | 84.6%-35.3pp | 68.7%-19.3pp |
| Annual return | 3.90% | 0.37%+3.5pp | 61.98%-58.1pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $809 | $3,485-76.8% | $5,564-85.5% | $2,203-63.3% |
| Participant deferral / active EE | $1,490 | $3,131-52.4% | $4,895-69.6% | $3,192-53.3% |
| Admin fee / account holder | $4,458 | $5,986-25.5% | $11,612-61.6% | $4,297+3.7% |