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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 | $40,107 | $55,437-27.7% | $155,534-74.2% | $74,459-46.1% |
| Participation rate | 37.3% | 61.9%-24.6pp | 78.2%-40.9pp | 67.2%-30.0pp |
| Annual return | 11.19% | 269.58%-258.4pp | 64.92%-53.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $519 | $2,266-77.1% | $4,675-88.9% | $2,626-80.2% |
| Participant deferral / active EE | $893 | $2,837-68.5% | $5,630-84.1% | $4,350-79.5% |
| Admin fee / account holder | $4,517 | $1,742+159.2% | $15,900-71.6% | $1,945+132.3% |