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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 | $37,935 | $53,128-28.6% | $86,581-56.2% | $70,124-45.9% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 25.00% | 27.66%-2.7pp | 965.06%-940.1pp | 73.14%-48.1pp |
| Employer contribution / active EE | $551 | $2,068-73.3% | $2,840-80.6% | $2,342-76.5% |
| Participant deferral / active EE | $1,767 | $2,695-34.4% | $3,609-51.0% | $3,332-47.0% |
| Admin fee / account holder | $1,448 | $3,584-59.6% | $4,904-70.5% | $4,645-68.8% |