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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 | $40,000 | $47,553-15.9% | $136,867-70.8% | $69,733-42.6% |
| Participation rate | 58.0% | 61.4%-3.3pp | 74.5%-16.5pp | 62.5%-4.4pp |
| Annual return | 18.17% | -91.50%+109.7pp | 42.97%-24.8pp | 15.22%+3.0pp |
| Employer contribution / active EE | $759 | $2,087-63.6% | $3,547-78.6% | $2,250-66.3% |
| Participant deferral / active EE | $3,849 | $2,300+67.3% | $4,924-21.8% | $3,054+26.0% |
| Admin fee / account holder | $9,483 | $3,496+171.3% | $10,340-8.3% | $3,102+205.7% |