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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 | $39,140 | $48,337-19.0% | $67,560-42.1% | $80,959-51.7% |
| Participation rate | 25.0% | 66.4%-41.4pp | 72.9%-47.9pp | 67.7%-42.7pp |
| Annual return | 16.26% | 18.26%-2.0pp | 3533.50%-3517.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $421 | $2,023-79.2% | $2,737-84.6% | $2,757-84.7% |
| Participant deferral / active EE | $1,200 | $2,928-59.0% | $4,004-70.0% | $4,300-72.1% |
| Admin fee / account holder | $3,107 | $3,695-15.9% | $3,994-22.2% | $6,925-55.1% |