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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 | $39,641 | $58,057-31.7% | $97,032-59.1% | $86,983-54.4% |
| Participation rate | 37.0% | 60.4%-23.4pp | 71.6%-34.6pp | 69.5%-32.6pp |
| Annual return | 78.57% | 22.26%+56.3pp | 35.38%+43.2pp | 25.83%+52.7pp |
| Employer contribution / active EE | $965 | $1,663-42.0% | $2,629-63.3% | $2,584-62.7% |
| Participant deferral / active EE | $1,855 | $3,244-42.8% | $4,672-60.3% | $4,194-55.8% |
| Admin fee / account holder | $631 | $4,839-87.0% | $9,418-93.3% | $7,856-92.0% |