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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 | $38,556 | $45,343-15.0% | $150,298-74.3% | $67,986-43.3% |
| Participation rate | 30.6% | 51.9%-21.3pp | 77.8%-47.2pp | 57.2%-26.6pp |
| Annual return | 12.44% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $420 | $1,462-71.3% | $4,154-89.9% | $2,019-79.2% |
| Participant deferral / active EE | $1,270 | $2,055-38.2% | $5,453-76.7% | $3,358-62.2% |
| Admin fee / account holder | $7,719 | $2,250+243.1% | $14,116-45.3% | $3,203+141.0% |