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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 | $41,410 | $49,976-17.1% | $66,674-37.9% | $82,637-49.9% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 14.86% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $707 | $1,988-64.4% | $2,620-73.0% | $2,552-72.3% |
| Participant deferral / active EE | $2,878 | $2,847+1.1% | $4,084-29.5% | $4,126-30.3% |
| Admin fee / account holder | $1,606 | $4,594-65.0% | $5,098-68.5% | $7,339-78.1% |