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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 | $37,588 | $58,258-35.5% | $81,820-54.1% | $80,925-53.6% |
| Participation rate | 62.2% | 63.5%-1.2pp | 72.4%-10.2pp | 67.7%-5.4pp |
| Annual return | 11.20% | 41.76%-30.6pp | 777.93%-766.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $783 | $2,345-66.6% | $2,915-73.1% | $2,756-71.6% |
| Participant deferral / active EE | $2,011 | $3,284-38.8% | $4,323-53.5% | $4,299-53.2% |
| Admin fee / account holder | $3,759 | $4,976-24.5% | $7,391-49.1% | $6,940-45.8% |