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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 | $42,096 | $53,236-20.9% | $86,233-51.2% | $103,975-59.5% |
| Participation rate | 7.4% | 34.4%-26.9pp | 69.0%-61.6pp | 72.5%-65.1pp |
| Annual return | 20.29% | 16.04%+4.2pp | 61.39%-41.1pp | 19.41%+0.9pp |
| Employer contribution / active EE | $202 | $1,362-85.2% | $2,504-91.9% | $3,722-94.6% |
| Participant deferral / active EE | $501 | $2,309-78.3% | $4,559-89.0% | $5,343-90.6% |
| Admin fee / account holder | $5,141 | $2,172+136.7% | $8,342-38.4% | $332+1446.6% |