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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 | $39,968 | $77,638-48.5% | $156,551-74.5% | $62,881-36.4% |
| Participation rate | 40.6% | 71.2%-30.6pp | 84.0%-43.4pp | 69.3%-28.7pp |
| Annual return | 7.73% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,092 | $3,444-68.3% | $5,501-80.2% | $2,281-52.1% |
| Participant deferral / active EE | $1,893 | $3,046-37.8% | $4,871-61.1% | $3,203-40.9% |
| Admin fee / account holder | $341 | $5,561-93.9% | $13,028-97.4% | $4,296-92.1% |