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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 | $31,209 | $51,638-39.6% | $68,368-54.4% | $82,448-62.1% |
| Participation rate | 37.1% | 63.6%-26.5pp | 73.8%-36.6pp | 68.1%-30.9pp |
| Annual return | 13.48% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,253 | $2,047-38.7% | $2,649-52.7% | $2,551-50.9% |
| Participant deferral / active EE | $2,969 | $2,914+1.9% | $4,123-28.0% | $4,139-28.3% |
| Admin fee / account holder | $28,268 | $4,643+508.8% | $5,150+448.9% | $7,234+290.7% |