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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 | $38,988 | $73,978-47.3% | $96,515-59.6% | $75,173-48.1% |
| Participation rate | 38.6% | 66.4%-27.9pp | 74.3%-35.8pp | 67.2%-28.6pp |
| Annual return | 51.65% | 26.72%+24.9pp | 35.73%+15.9pp | 160.72%-109.1pp |
| Employer contribution / active EE | $1,016 | $2,931-65.3% | $3,740-72.8% | $2,671-61.9% |
| Participant deferral / active EE | $1,959 | $3,660-46.5% | $4,880-59.9% | $4,126-52.5% |
| Admin fee / account holder | $1,405 | $5,219-73.1% | $6,735-79.1% | $5,651-75.1% |