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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 | $37,807 | $75,959-50.2% | $154,114-75.5% | $64,181-41.1% |
| Participation rate | 30.9% | 70.4%-39.5pp | 83.0%-52.1pp | 69.6%-38.7pp |
| Annual return | 12.69% | 30.32%-17.6pp | 735.16%-722.5pp | 7.63%+5.1pp |
| Employer contribution / active EE | $557 | $3,350-83.4% | $5,298-89.5% | $2,381-76.6% |
| Participant deferral / active EE | $1,161 | $3,175-63.4% | $5,081-77.1% | $3,470-66.5% |
| Admin fee / account holder | $3,590 | $5,589-35.8% | $13,411-73.2% | $4,887-26.5% |