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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 | $38,096 | $45,266-15.8% | $103,693-63.3% | $65,306-41.7% |
| Participation rate | 15.1% | 53.3%-38.2pp | 72.6%-57.5pp | 57.7%-42.6pp |
| Annual return | 19.84% | 25.10%-5.3pp | 47.61%-27.8pp | 21.94%-2.1pp |
| Employer contribution / active EE | $342 | $1,765-80.7% | $2,920-88.3% | $1,967-82.6% |
| Participant deferral / active EE | $818 | $2,099-61.0% | $4,579-82.1% | $2,959-72.4% |
| Admin fee / account holder | $863 | $3,221-73.2% | $7,858-89.0% | $3,480-75.2% |