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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 | $37,047 | $49,976-25.9% | $66,674-44.4% | $82,637-55.2% |
| Participation rate | 16.4% | 63.1%-46.7pp | 73.7%-57.2pp | 68.1%-51.6pp |
| Annual return | 18.84% | 39.09%-20.3pp | 321.24%-302.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $261 | $1,988-86.9% | $2,620-90.0% | $2,552-89.8% |
| Participant deferral / active EE | $1,226 | $2,847-56.9% | $4,084-70.0% | $4,126-70.3% |
| Admin fee / account holder | $776 | $4,594-83.1% | $5,098-84.8% | $7,339-89.4% |