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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 | $34,550 | $45,126-23.4% | $85,187-59.4% | $74,459-53.6% |
| Participation rate | 14.8% | 49.4%-34.5pp | 67.5%-52.7pp | 67.2%-52.4pp |
| Annual return | 18.47% | 26.30%-7.8pp | 66.67%-48.2pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $274 | $1,460-81.2% | $2,732-90.0% | $2,626-89.6% |
| Participant deferral / active EE | $688 | $2,738-74.9% | $4,525-84.8% | $4,350-84.2% |
| Admin fee / account holder | $306 | $2,212-86.2% | $6,162-95.0% | $1,945-84.3% |