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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 | $37,501 | $56,116-33.2% | $135,768-72.4% | $86,983-56.9% |
| Participation rate | 28.1% | 60.1%-32.0pp | 71.1%-43.0pp | 69.5%-41.4pp |
| Annual return | 14.24% | 125.33%-111.1pp | 526.10%-511.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $552 | $1,528-63.9% | $3,394-83.7% | $2,584-78.6% |
| Participant deferral / active EE | $1,528 | $2,690-43.2% | $3,977-61.6% | $4,194-63.6% |
| Admin fee / account holder | $1,281 | $4,314-70.3% | $7,048-81.8% | $7,856-83.7% |