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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 | $36,896 | $95,383-61.3% | $185,837-80.1% | $85,856-57.0% |
| Participation rate | 40.5% | 68.8%-28.2pp | 81.7%-41.2pp | 69.3%-28.8pp |
| Annual return | 17.52% | 23.59%-6.1pp | 122.08%-104.6pp | 318.58%-301.1pp |
| Employer contribution / active EE | $940 | $3,313-71.6% | $5,168-81.8% | $2,565-63.3% |
| Participant deferral / active EE | $2,715 | $3,423-20.7% | $5,568-51.2% | $3,952-31.3% |
| Admin fee / account holder | $681 | $7,213-90.6% | $16,241-95.8% | $6,261-89.1% |