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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 | $39,617 | $49,976-20.7% | $66,674-40.6% | $82,637-52.1% |
| Participation rate | 36.8% | 63.1%-26.3pp | 73.7%-36.9pp | 68.1%-31.3pp |
| Annual return | 22.16% | 39.09%-16.9pp | 321.24%-299.1pp | 53.51%-31.4pp |
| Employer contribution / active EE | $555 | $1,988-72.1% | $2,620-78.8% | $2,552-78.3% |
| Participant deferral / active EE | $1,241 | $2,847-56.4% | $4,084-69.6% | $4,126-69.9% |
| Admin fee / account holder | $3,661 | $4,594-20.3% | $5,098-28.2% | $7,339-50.1% |