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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 | $39,476 | $58,258-32.2% | $81,820-51.8% | $80,925-51.2% |
| Participation rate | 26.9% | 63.5%-36.5pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 15.50% | 41.76%-26.3pp | 777.93%-762.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $970 | $2,345-58.6% | $2,915-66.7% | $2,756-64.8% |
| Participant deferral / active EE | $1,176 | $3,284-64.2% | $4,323-72.8% | $4,299-72.6% |
| Admin fee / account holder | $10,009 | $4,976+101.1% | $7,391+35.4% | $6,940+44.2% |