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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 | $33,907 | $55,423-38.8% | $155,602-78.2% | $74,400-54.4% |
| Participation rate | 61.3% | 61.9%-0.5pp | 78.2%-16.9pp | 67.2%-5.9pp |
| Annual return | 13.27% | 269.07%-255.8pp | 64.81%-51.5pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $688 | $2,266-69.6% | $4,675-85.3% | $2,624-73.8% |
| Participant deferral / active EE | $1,603 | $2,835-43.4% | $5,629-71.5% | $4,348-63.1% |
| Admin fee / account holder | $8,120 | $1,744+365.5% | $15,923-49.0% | $1,944+317.8% |