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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 | $37,048 | $85,171-56.5% | $172,752-78.6% | $72,975-49.2% |
| Participation rate | 32.5% | 70.1%-37.6pp | 82.6%-50.1pp | 69.5%-37.0pp |
| Annual return | 18.91% | 27.32%-8.4pp | 802.97%-784.1pp | 81.01%-62.1pp |
| Employer contribution / active EE | $634 | $3,324-80.9% | $5,144-87.7% | $2,440-74.0% |
| Participant deferral / active EE | $2,404 | $3,260-26.2% | $5,198-53.7% | $3,608-33.4% |
| Admin fee / account holder | $1,986 | $5,880-66.2% | $13,955-85.8% | $5,124-61.2% |