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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 | $39,968 | $55,457-27.9% | $77,361-48.3% | $94,015-57.5% |
| Participation rate | 40.5% | 69.8%-29.3pp | 75.0%-34.5pp | 70.8%-30.3pp |
| Annual return | 16.02% | 15.57%+0.4pp | 1011.54%-995.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,266 | $2,255-43.8% | $2,990-57.6% | $2,790-54.6% |
| Participant deferral / active EE | $1,781 | $3,069-42.0% | $3,911-54.5% | $4,249-58.1% |
| Admin fee / account holder | $1,351 | $4,334-68.8% | $5,894-77.1% | $8,951-84.9% |