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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 | $36,656 | $48,011-23.6% | $63,803-42.5% | $82,637-55.6% |
| Participation rate | 25.4% | 66.6%-41.1pp | 72.7%-47.3pp | 68.1%-42.6pp |
| Annual return | 17.67% | 19.84%-2.2pp | 543.72%-526.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $483 | $1,904-74.6% | $2,532-80.9% | $2,552-81.1% |
| Participant deferral / active EE | $1,017 | $2,846-64.3% | $3,843-73.5% | $4,126-75.3% |
| Admin fee / account holder | $2,176 | $3,873-43.8% | $5,196-58.1% | $7,339-70.4% |