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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 | $38,577 | $98,766-60.9% | $149,730-74.2% | $79,852-51.7% |
| Participation rate | 46.9% | 75.8%-28.8pp | 82.5%-35.5pp | 69.6%-22.7pp |
| Annual return | 19.67% | 27.43%-7.8pp | 276.70%-257.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,681 | $3,217-47.8% | $4,645-63.8% | $2,471-32.0% |
| Participant deferral / active EE | $3,992 | $5,681-29.7% | $6,843-41.7% | $3,740+6.7% |
| Admin fee / account holder | $2,585 | $6,052-57.3% | $9,310-72.2% | $5,306-51.3% |