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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 | $35,567 | $48,011-25.9% | $63,803-44.3% | $82,637-57.0% |
| Participation rate | 44.2% | 66.6%-22.4pp | 72.7%-28.5pp | 68.1%-23.9pp |
| Annual return | 14.93% | 19.84%-4.9pp | 543.72%-528.8pp | 53.51%-38.6pp |
| Employer contribution / active EE | $607 | $1,904-68.1% | $2,532-76.0% | $2,552-76.2% |
| Participant deferral / active EE | $1,637 | $2,846-42.5% | $3,843-57.4% | $4,126-60.3% |
| Admin fee / account holder | $1,073 | $3,873-72.3% | $5,196-79.3% | $7,339-85.4% |