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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 | $23,591 | $56,116-58.0% | $135,768-82.6% | $86,983-72.9% |
| Participation rate | 43.6% | 60.1%-16.5pp | 71.1%-27.5pp | 69.5%-26.0pp |
| Annual return | 13.77% | 125.33%-111.6pp | 526.10%-512.3pp | 25.83%-12.1pp |
| Employer contribution / active EE | $753 | $1,528-50.7% | $3,394-77.8% | $2,584-70.8% |
| Participant deferral / active EE | $2,322 | $2,690-13.7% | $3,977-41.6% | $4,194-44.6% |
| Admin fee / account holder | $982 | $4,314-77.2% | $7,048-86.1% | $7,856-87.5% |