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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 | $43,313 | $45,050-3.9% | $63,018-31.3% | $70,126-38.2% |
| Participation rate | 37.5% | 69.5%-32.0pp | 74.8%-37.3pp | 69.5%-32.0pp |
| Annual return | 12.46% | 18.76%-6.3pp | 87.62%-75.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $939 | $2,052-54.2% | $2,761-66.0% | $2,343-59.9% |
| Participant deferral / active EE | $939 | $2,466-61.9% | $3,330-71.8% | $3,332-71.8% |
| Admin fee / account holder | $632 | $2,834-77.7% | $3,601-82.4% | $4,645-86.4% |