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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 | $39,607 | $58,275-32.0% | $81,844-51.6% | $80,935-51.1% |
| Participation rate | 21.7% | 63.5%-41.7pp | 72.4%-50.6pp | 67.7%-45.9pp |
| Annual return | 14.27% | 41.82%-27.5pp | 778.87%-764.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $442 | $2,346-81.2% | $2,916-84.8% | $2,757-84.0% |
| Participant deferral / active EE | $1,198 | $3,285-63.5% | $4,323-72.3% | $4,299-72.1% |
| Admin fee / account holder | $6,657 | $4,749+40.2% | $7,355-9.5% | $6,924-3.9% |