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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 | $52,742 | $107,030-50.7% | $73,550-28.3% | $147,586-64.3% |
| Participation rate | 29.4% | 66.4%-37.0pp | 54.9%-25.5pp | 82.8%-53.4pp |
| Annual return | 12.57% | 38.25%-25.7pp | -15.16%+27.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $46 | $1,760-97.4% | $1,219-96.2% | $4,876-99.1% |
| Participant deferral / active EE | $46 | $2,458-98.1% | $1,804-97.5% | $5,439-99.2% |
| Admin fee / account holder | $1,524 | $3,055-50.1% | $2,320-34.3% | $10,886-86.0% |