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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 | $41,601 | $45,343-8.3% | $150,298-72.3% | $67,986-38.8% |
| Participation rate | 15.0% | 51.9%-36.8pp | 77.8%-62.7pp | 57.2%-42.2pp |
| Annual return | 14.86% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $348 | $1,462-76.2% | $4,154-91.6% | $2,019-82.7% |
| Participant deferral / active EE | $836 | $2,055-59.3% | $5,453-84.7% | $3,358-75.1% |
| Admin fee / account holder | $10,408 | $2,250+362.6% | $14,116-26.3% | $3,203+224.9% |