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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 | $41,016-6.0% | $152,093-74.6% | $64,097-39.8% |
| Participation rate | 30.6% | 51.3%-20.8pp | 77.8%-47.2pp | 55.2%-24.6pp |
| Annual return | 12.44% | 39.60%-27.2pp | 66.36%-53.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $420 | $1,342-68.7% | $4,175-89.9% | $1,891-77.8% |
| Participant deferral / active EE | $1,270 | $1,927-34.1% | $5,451-76.7% | $3,080-58.8% |
| Admin fee / account holder | $7,719 | $2,305+234.8% | $14,497-46.8% | $3,454+123.5% |