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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 | $50,554-20.9% | $67,681-40.9% | $87,485-54.3% |
| Participation rate | 40.5% | 67.7%-27.2pp | 73.7%-33.3pp | 68.9%-28.5pp |
| Annual return | 16.02% | 17.81%-1.8pp | 590.58%-574.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,266 | $1,988-36.3% | $2,678-52.7% | $2,596-51.2% |
| Participant deferral / active EE | $1,781 | $2,961-39.9% | $3,976-55.2% | $4,274-58.3% |
| Admin fee / account holder | $1,351 | $4,132-67.3% | $6,100-77.9% | $7,775-82.6% |