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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 | $33,439 | $60,504-44.7% | $81,882-59.2% | $74,478-55.1% |
| Participation rate | 54.8% | 62.9%-8.1pp | 72.4%-17.6pp | 67.2%-12.4pp |
| Annual return | 14.13% | 16.91%-2.8pp | 779.47%-765.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $555 | $2,627-78.9% | $2,916-81.0% | $2,626-78.9% |
| Participant deferral / active EE | $2,684 | $3,400-21.0% | $4,323-37.9% | $4,350-38.3% |
| Admin fee / account holder | $7,754 | $1,492+419.8% | $7,360+5.4% | $1,946+298.5% |