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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 | $35,540 | $58,234-39.0% | $81,783-56.5% | $80,874-56.1% |
| Participation rate | 41.0% | 63.4%-22.5pp | 72.4%-31.4pp | 67.6%-26.7pp |
| Annual return | 11.36% | 41.70%-30.3pp | 775.05%-763.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $502 | $2,341-78.5% | $2,913-82.8% | $2,756-81.8% |
| Participant deferral / active EE | $1,415 | $3,283-56.9% | $4,320-67.3% | $4,297-67.1% |
| Admin fee / account holder | $5,364 | $4,982+7.7% | $7,380-27.3% | $6,935-22.7% |