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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 | $40,051 | $71,215-43.8% | $93,696-57.3% | $80,935-50.5% |
| Participation rate | 16.9% | 60.4%-43.5pp | 68.7%-51.8pp | 67.7%-50.7pp |
| Annual return | 14.71% | 11.27%+3.4pp | 133.74%-119.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $383 | $1,565-75.5% | $2,422-84.2% | $2,757-86.1% |
| Participant deferral / active EE | $2,269 | $4,037-43.8% | $4,417-48.6% | $4,299-47.2% |
| Admin fee / account holder | $6,372 | $6,958-8.4% | $8,287-23.1% | $6,924-8.0% |