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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 | $38,471 | $57,352-32.9% | $83,830-54.1% | $64,173-40.1% |
| Participation rate | 50.8% | 68.6%-17.8pp | 76.1%-25.3pp | 69.6%-18.7pp |
| Annual return | 5.36% | 11.38%-6.0pp | 850.97%-845.6pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,451 | $2,546-43.0% | $3,631-60.0% | $2,381-39.0% |
| Participant deferral / active EE | $2,031 | $2,993-32.2% | $4,082-50.3% | $3,470-41.5% |
| Admin fee / account holder | $951 | $4,046-76.5% | $5,479-82.6% | $4,887-80.5% |