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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 | $41,924 | $53,128-21.1% | $86,581-51.6% | $70,124-40.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 16.63% | 27.66%-11.0pp | 965.06%-948.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $499 | $2,068-75.9% | $2,840-82.4% | $2,342-78.7% |
| Participant deferral / active EE | $1,372 | $2,695-49.1% | $3,609-62.0% | $3,332-58.8% |
| Admin fee / account holder | $748 | $3,584-79.1% | $4,904-84.7% | $4,645-83.9% |