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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 | $47,105-15.1% | $68,368-41.5% | $67,986-41.2% |
| Participation rate | 58.0% | 51.8%+6.2pp | 73.8%-15.7pp | 57.2%+0.8pp |
| Annual return | 18.17% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $759 | $1,859-59.1% | $2,649-71.3% | $2,019-62.4% |
| Participant deferral / active EE | $3,849 | $2,374+62.1% | $4,123-6.6% | $3,358+14.6% |
| Admin fee / account holder | $9,483 | $2,435+289.5% | $5,150+84.1% | $3,203+196.1% |