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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 | $39,227 | $98,240-60.1% | $82,312-52.3% | $147,586-73.4% |
| Participation rate | 29.4% | 79.7%-50.3pp | 76.9%-47.5pp | 82.8%-53.4pp |
| Annual return | 10.04% | 30.85%-20.8pp | 25.88%-15.8pp | 578.59%-568.6pp |
| Employer contribution / active EE | $765 | $3,192-76.0% | $2,428-68.5% | $4,876-84.3% |
| Participant deferral / active EE | $2,630 | $4,383-40.0% | $3,706-29.0% | $5,439-51.6% |
| Admin fee / account holder | $15,593 | $8,563+82.1% | $5,608+178.1% | $10,886+43.2% |