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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 | $40,960 | $73,107-44.0% | $114,563-64.2% | $87,485-53.2% |
| Participation rate | 41.2% | 65.8%-24.6pp | 72.9%-31.7pp | 68.9%-27.8pp |
| Annual return | 18.88% | 19.47%-0.6pp | 241.09%-222.2pp | 26.06%-7.2pp |
| Employer contribution / active EE | $827 | $1,881-56.0% | $2,592-68.1% | $2,596-68.1% |
| Participant deferral / active EE | $2,358 | $3,144-25.0% | $4,142-43.1% | $4,274-44.8% |
| Admin fee / account holder | $372 | $5,770-93.6% | $7,623-95.1% | $7,775-95.2% |