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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 | $38,707 | $48,327-19.9% | $67,575-42.7% | $80,935-52.2% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.7%-26.0pp |
| Annual return | 11.53% | 18.31%-6.8pp | 3528.98%-3517.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $721 | $2,022-64.4% | $2,736-73.6% | $2,757-73.8% |
| Participant deferral / active EE | $1,844 | $2,927-37.0% | $4,003-53.9% | $4,299-57.1% |
| Admin fee / account holder | $4,423 | $3,692+19.8% | $3,993+10.8% | $6,924-36.1% |