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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 | $40,403 | $77,920-48.1% | $149,723-73.0% | $75,177-46.3% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 18.06% | 31.72%-13.7pp | 134.50%-116.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $831 | $3,138-73.5% | $4,821-82.8% | $2,671-68.9% |
| Participant deferral / active EE | $1,809 | $3,411-47.0% | $5,682-68.2% | $4,126-56.2% |
| Admin fee / account holder | $533 | $5,951-91.0% | $13,215-96.0% | $5,651-90.6% |