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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 | $63,703-35.7% | $93,063-56.0% | $82,448-50.3% |
| Participation rate | 41.2% | 63.8%-22.7pp | 72.1%-30.9pp | 68.1%-26.9pp |
| Annual return | 18.88% | -775.43%+794.3pp | 34.15%-15.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $827 | $1,729-52.2% | $2,476-66.6% | $2,551-67.6% |
| Participant deferral / active EE | $2,358 | $2,919-19.2% | $3,958-40.4% | $4,139-43.0% |
| Admin fee / account holder | $372 | $5,982-93.8% | $6,033-93.8% | $7,234-94.9% |