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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 | $23,576 | $49,896-52.8% | $80,627-70.8% | $75,173-68.6% |
| Participation rate | 40.5% | 55.3%-14.9pp | 67.0%-26.5pp | 67.2%-26.7pp |
| Annual return | 24.89% | 34.67%-9.8pp | 936.76%-911.9pp | 160.72%-135.8pp |
| Employer contribution / active EE | $1,460 | $1,699-14.0% | $2,723-46.4% | $2,671-45.3% |
| Participant deferral / active EE | $2,203 | $2,992-26.4% | $4,443-50.4% | $4,126-46.6% |
| Admin fee / account holder | $1,286 | $3,578-64.1% | $5,381-76.1% | $5,651-77.2% |