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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 | $38,243 | $78,690-51.4% | $161,489-76.3% | $87,485-56.3% |
| Participation rate | 63.7% | 67.5%-3.7pp | 78.7%-14.9pp | 68.9%-5.2pp |
| Annual return | 13.64% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $771 | $2,588-70.2% | $4,268-81.9% | $2,596-70.3% |
| Participant deferral / active EE | $1,874 | $3,311-43.4% | $5,630-66.7% | $4,274-56.1% |
| Admin fee / account holder | $10,695 | $6,724+59.1% | $16,006-33.2% | $7,775+37.6% |