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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 | $56,431-33.5% | $130,788-71.3% | $87,485-57.1% |
| Participation rate | 28.1% | 58.9%-30.8pp | 70.1%-42.0pp | 68.9%-40.8pp |
| Annual return | 14.24% | 91.27%-77.0pp | 386.44%-372.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $552 | $1,549-64.3% | $3,558-84.5% | $2,596-78.7% |
| Participant deferral / active EE | $1,528 | $2,749-44.4% | $4,137-63.1% | $4,274-64.3% |
| Admin fee / account holder | $1,281 | $4,433-71.1% | $6,673-80.8% | $7,775-83.5% |