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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 | $36,520 | $78,690-53.6% | $161,489-77.4% | $87,485-58.3% |
| Participation rate | 44.7% | 67.5%-22.8pp | 78.7%-34.0pp | 68.9%-24.3pp |
| Annual return | 15.29% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,037 | $2,588-59.9% | $4,268-75.7% | $2,596-60.1% |
| Participant deferral / active EE | $1,978 | $3,311-40.3% | $5,630-64.9% | $4,274-53.7% |
| Admin fee / account holder | $2,442 | $6,724-63.7% | $16,006-84.7% | $7,775-68.6% |