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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 | $40,345 | $45,050-10.4% | $63,018-36.0% | $70,126-42.5% |
| Participation rate | 56.2% | 69.5%-13.3pp | 74.8%-18.6pp | 69.5%-13.4pp |
| Annual return | 11.68% | 18.76%-7.1pp | 87.62%-75.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $506 | $2,052-75.4% | $2,761-81.7% | $2,343-78.4% |
| Participant deferral / active EE | $1,787 | $2,466-27.5% | $3,330-46.3% | $3,332-46.4% |
| Admin fee / account holder | $5,939 | $2,834+109.6% | $3,601+64.9% | $4,645+27.8% |