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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 | $51,638-28.3% | $68,368-45.8% | $82,448-55.1% |
| Participation rate | 16.4% | 63.6%-47.2pp | 73.8%-57.3pp | 68.1%-51.6pp |
| Annual return | 18.84% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $261 | $2,047-87.2% | $2,649-90.1% | $2,551-89.8% |
| Participant deferral / active EE | $1,226 | $2,914-57.9% | $4,123-70.3% | $4,139-70.4% |
| Admin fee / account holder | $776 | $4,643-83.3% | $5,150-84.9% | $7,234-89.3% |