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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 | $55,457-28.5% | $77,361-48.8% | $94,015-57.9% |
| Participation rate | 43.6% | 69.8%-26.2pp | 75.0%-31.3pp | 70.8%-27.2pp |
| Annual return | 10.86% | 15.57%-4.7pp | 1011.54%-1000.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $588 | $2,255-73.9% | $2,990-80.3% | $2,790-78.9% |
| Participant deferral / active EE | $1,452 | $3,069-52.7% | $3,911-62.9% | $4,249-65.8% |
| Admin fee / account holder | $4,904 | $4,334+13.2% | $5,894-16.8% | $8,951-45.2% |