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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 | $58,848-32.6% | $88,179-55.0% | $82,637-52.0% |
| Participation rate | 37.0% | 57.9%-20.9pp | 69.1%-32.2pp | 68.1%-31.1pp |
| Annual return | 78.57% | 22.76%+55.8pp | 64.97%+13.6pp | 53.51%+25.1pp |
| Employer contribution / active EE | $965 | $1,678-42.5% | $2,549-62.1% | $2,552-62.2% |
| Participant deferral / active EE | $1,855 | $3,124-40.6% | $4,614-59.8% | $4,126-55.1% |
| Admin fee / account holder | $631 | $4,795-86.8% | $7,673-91.8% | $7,339-91.4% |