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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 | $37,583 | $79,209-52.6% | $102,434-63.3% | $74,459-49.5% |
| Participation rate | 42.4% | 74.8%-32.4pp | 76.5%-34.1pp | 67.2%-24.8pp |
| Annual return | 14.56% | 54.98%-40.4pp | 29.46%-14.9pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $1,230 | $2,362-48.0% | $3,023-59.3% | $2,626-53.2% |
| Participant deferral / active EE | $2,286 | $4,417-48.2% | $5,055-54.8% | $4,350-47.4% |
| Admin fee / account holder | $2,736 | $2,002+36.7% | $9,462-71.1% | $1,945+40.7% |