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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 | $35,134 | $47,105-25.4% | $68,368-48.6% | $67,986-48.3% |
| Participation rate | 33.0% | 51.8%-18.8pp | 73.8%-40.8pp | 57.2%-24.2pp |
| Annual return | 17.79% | 48.37%-30.6pp | 292.57%-274.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $489 | $1,859-73.7% | $2,649-81.5% | $2,019-75.8% |
| Participant deferral / active EE | $749 | $2,374-68.5% | $4,123-81.8% | $3,358-77.7% |
| Admin fee / account holder | $6,667 | $2,435+173.8% | $5,150+29.5% | $3,203+108.1% |