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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 | $40,942 | $65,961-37.9% | $180,320-77.3% | $94,015-56.5% |
| Participation rate | 46.7% | 61.3%-14.6pp | 71.5%-24.9pp | 70.8%-24.2pp |
| Annual return | 11.75% | 14.27%-2.5pp | 778.54%-766.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,072 | $1,737-38.3% | $4,108-73.9% | $2,790-61.6% |
| Participant deferral / active EE | $3,268 | $3,003+8.8% | $4,304-24.1% | $4,249-23.1% |
| Admin fee / account holder | $11,542 | $4,901+135.5% | $10,000+15.4% | $8,951+28.9% |