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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 | $29,305 | $59,448-50.7% | $93,696-68.7% | $74,459-60.6% |
| Participation rate | 40.1% | 59.6%-19.5pp | 68.7%-28.6pp | 67.2%-27.1pp |
| Annual return | 17.31% | 82.11%-64.8pp | 133.74%-116.4pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $1,517 | $1,266+19.8% | $2,422-37.4% | $2,626-42.2% |
| Participant deferral / active EE | $2,709 | $3,052-11.2% | $4,417-38.7% | $4,350-37.7% |
| Admin fee / account holder | $974 | $3,027-67.8% | $8,287-88.2% | $1,945-49.9% |