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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 | $40,534 | $95,406-57.5% | $185,849-78.2% | $85,847-52.8% |
| Participation rate | 39.1% | 68.8%-29.6pp | 81.7%-42.6pp | 69.3%-30.2pp |
| Annual return | 14.99% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,023 | $3,314-69.1% | $5,169-80.2% | $2,565-60.1% |
| Participant deferral / active EE | $1,390 | $3,424-59.4% | $5,569-75.0% | $3,952-64.8% |
| Admin fee / account holder | $2,201 | $7,214-69.5% | $16,244-86.5% | $6,261-64.8% |