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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 | $52,353-54.9% | $120,225-80.4% | $82,448-71.4% |
| Participation rate | 43.6% | 58.3%-14.7pp | 69.6%-26.0pp | 68.1%-24.5pp |
| Annual return | 13.77% | 61.85%-48.1pp | 439.23%-425.5pp | 41.64%-27.9pp |
| Employer contribution / active EE | $753 | $1,510-50.1% | $3,475-78.3% | $2,551-70.5% |
| Participant deferral / active EE | $2,322 | $2,627-11.6% | $3,999-41.9% | $4,139-43.9% |
| Admin fee / account holder | $982 | $4,363-77.5% | $5,696-82.8% | $7,234-86.4% |