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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 | $38,261 | $47,180-18.9% | $149,723-74.4% | $74,473-48.6% |
| Participation rate | 35.6% | 63.4%-27.8pp | 78.8%-43.2pp | 70.7%-35.2pp |
| Annual return | 15.89% | 22.75%-6.9pp | 134.50%-118.6pp | 34.36%-18.5pp |
| Employer contribution / active EE | $623 | $1,907-67.3% | $4,821-87.1% | $2,638-76.4% |
| Participant deferral / active EE | $1,402 | $2,730-48.6% | $5,682-75.3% | $4,530-69.0% |
| Admin fee / account holder | $6,044 | $343+1661.7% | $13,215-54.3% | $347+1641.5% |