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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 | $38,755 | $46,732-17.1% | $156,551-75.2% | $55,167-29.8% |
| Participation rate | 51.9% | 65.8%-13.9pp | 84.0%-32.1pp | 69.0%-17.1pp |
| Annual return | 7.99% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $722 | $2,105-65.7% | $5,501-86.9% | $1,963-63.2% |
| Participant deferral / active EE | $1,222 | $2,204-44.5% | $4,871-74.9% | $3,054-60.0% |
| Admin fee / account holder | $10,871 | $418+2498.4% | $13,028-16.6% | $504+2057.4% |