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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 | $39,332 | $85,171-53.8% | $172,752-77.2% | $72,975-46.1% |
| Participation rate | 37.8% | 70.1%-32.3pp | 82.6%-44.9pp | 69.5%-31.7pp |
| Annual return | 20.61% | 27.32%-6.7pp | 802.97%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $762 | $3,324-77.1% | $5,144-85.2% | $2,440-68.8% |
| Participant deferral / active EE | $912 | $3,260-72.0% | $5,198-82.5% | $3,608-74.7% |
| Admin fee / account holder | $1,425 | $5,880-75.8% | $13,955-89.8% | $5,124-72.2% |