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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 | $37,812 | $81,276-53.5% | $155,574-75.7% | $80,925-53.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 15.79% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $525 | $3,103-83.1% | $4,676-88.8% | $2,756-81.0% |
| Participant deferral / active EE | $3,168 | $3,453-8.3% | $5,629-43.7% | $4,299-26.3% |
| Admin fee / account holder | $13,992 | $7,993+75.0% | $15,914-12.1% | $6,940+101.6% |