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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 | $38,650 | $49,976-22.7% | $66,674-42.0% | $82,637-53.2% |
| Participation rate | 30.8% | 63.1%-32.3pp | 73.7%-42.9pp | 68.1%-37.3pp |
| Annual return | 19.23% | 39.09%-19.9pp | 321.24%-302.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $940 | $1,988-52.7% | $2,620-64.1% | $2,552-63.2% |
| Participant deferral / active EE | $1,055 | $2,847-63.0% | $4,084-74.2% | $4,126-74.4% |
| Admin fee / account holder | $734 | $4,594-84.0% | $5,098-85.6% | $7,339-90.0% |