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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 | $39,627 | $50,554-21.6% | $67,681-41.5% | $87,485-54.7% |
| Participation rate | 43.6% | 67.7%-24.1pp | 73.7%-30.1pp | 68.9%-25.3pp |
| Annual return | 10.86% | 17.81%-7.0pp | 590.58%-579.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $588 | $1,988-70.4% | $2,678-78.1% | $2,596-77.4% |
| Participant deferral / active EE | $1,452 | $2,961-51.0% | $3,976-63.5% | $4,274-66.0% |
| Admin fee / account holder | $4,904 | $4,132+18.7% | $6,100-19.6% | $7,775-36.9% |