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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 | $52,353-28.4% | $120,225-68.8% | $82,448-54.5% |
| Participation rate | 28.1% | 58.3%-30.2pp | 69.6%-41.5pp | 68.1%-39.9pp |
| Annual return | 14.24% | 61.85%-47.6pp | 439.23%-425.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $552 | $1,510-63.4% | $3,475-84.1% | $2,551-78.4% |
| Participant deferral / active EE | $1,528 | $2,627-41.8% | $3,999-61.8% | $4,139-63.1% |
| Admin fee / account holder | $1,281 | $4,363-70.6% | $5,696-77.5% | $7,234-82.3% |