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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 | $47,479-22.8% | $62,929-41.7% | $82,448-55.5% |
| Participation rate | 25.4% | 66.9%-41.4pp | 73.1%-47.7pp | 68.1%-42.6pp |
| Annual return | 17.67% | 20.34%-2.7pp | 1063.93%-1046.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $483 | $1,885-74.4% | $2,505-80.7% | $2,551-81.1% |
| Participant deferral / active EE | $1,017 | $2,870-64.6% | $3,888-73.8% | $4,139-75.4% |
| Admin fee / account holder | $2,176 | $3,804-42.8% | $5,065-57.0% | $7,234-69.9% |