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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 | $51,184-21.9% | $66,439-39.8% | $86,983-54.1% |
| Participation rate | 40.5% | 68.5%-28.0pp | 74.5%-34.0pp | 69.5%-29.1pp |
| Annual return | 16.02% | 17.07%-1.1pp | 757.66%-741.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,266 | $2,023-37.4% | $2,637-52.0% | $2,584-51.0% |
| Participant deferral / active EE | $1,781 | $2,927-39.2% | $3,876-54.1% | $4,194-57.5% |
| Admin fee / account holder | $1,351 | $4,154-67.5% | $6,173-78.1% | $7,856-82.8% |