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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 | $28,061 | $52,961-47.0% | $172,755-83.8% | $65,185-57.0% |
| Participation rate | 43.5% | 66.2%-22.7pp | 82.6%-39.2pp | 70.2%-26.7pp |
| Annual return | 21.83% | 30.12%-8.3pp | 802.94%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,072 | $2,190-51.1% | $5,144-79.2% | $2,177-50.8% |
| Participant deferral / active EE | $1,679 | $2,471-32.1% | $5,198-67.7% | $3,514-52.2% |
| Admin fee / account holder | $1,562 | $472+231.0% | $13,955-88.8% | $847+84.4% |