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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 | $40,587 | $78,690-48.4% | $161,489-74.9% | $87,485-53.6% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 19.28% | 32.74%-13.5pp | 89.72%-70.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $732 | $2,588-71.7% | $4,268-82.9% | $2,596-71.8% |
| Participant deferral / active EE | $1,576 | $3,311-52.4% | $5,630-72.0% | $4,274-63.1% |
| Admin fee / account holder | $1,749 | $6,724-74.0% | $16,006-89.1% | $7,775-77.5% |