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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 | $36,984 | $58,275-36.5% | $81,844-54.8% | $80,935-54.3% |
| Participation rate | 38.8% | 63.5%-24.7pp | 72.4%-33.6pp | 67.7%-28.9pp |
| Annual return | 12.86% | 41.82%-29.0pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $751 | $2,346-68.0% | $2,916-74.3% | $2,757-72.8% |
| Participant deferral / active EE | $1,620 | $3,285-50.7% | $4,323-62.5% | $4,299-62.3% |
| Admin fee / account holder | $4,397 | $4,749-7.4% | $7,355-40.2% | $6,924-36.5% |