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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 | $44,074 | $46,360-4.9% | $147,618-70.1% | $52,331-15.8% |
| Participation rate | 44.9% | 64.9%-20.0pp | 84.6%-39.7pp | 68.1%-23.2pp |
| Annual return | 0.46% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $601 | $2,126-71.7% | $5,565-89.2% | $1,882-68.0% |
| Participant deferral / active EE | $968 | $2,258-57.1% | $4,895-80.2% | $3,022-68.0% |
| Admin fee / account holder | $2,649 | $766+245.9% | $11,612-77.2% | $592+347.7% |