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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 | $42,361 | $48,011-11.8% | $63,803-33.6% | $82,637-48.7% |
| Participation rate | 42.9% | 66.6%-23.7pp | 72.7%-29.8pp | 68.1%-25.2pp |
| Annual return | 14.93% | 19.84%-4.9pp | 543.72%-528.8pp | 53.51%-38.6pp |
| Employer contribution / active EE | $660 | $1,904-65.3% | $2,532-73.9% | $2,552-74.1% |
| Participant deferral / active EE | $2,142 | $2,846-24.7% | $3,843-44.3% | $4,126-48.1% |
| Admin fee / account holder | $6,346 | $3,873+63.8% | $5,196+22.1% | $7,339-13.5% |