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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 | $39,962 | $77,908-48.7% | $149,696-73.3% | $75,173-46.8% |
| Participation rate | 38.4% | 65.6%-27.2pp | 78.8%-40.4pp | 67.2%-28.8pp |
| Annual return | 15.07% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $641 | $3,138-79.6% | $4,821-86.7% | $2,671-76.0% |
| Participant deferral / active EE | $2,503 | $3,411-26.6% | $5,682-56.0% | $4,126-39.3% |
| Admin fee / account holder | $11,946 | $5,950+100.8% | $13,212-9.6% | $5,651+111.4% |