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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 | $31,552 | $85,171-63.0% | $172,753-81.7% | $72,976-56.8% |
| Participation rate | 46.7% | 70.1%-23.4pp | 82.6%-36.0pp | 69.5%-22.8pp |
| Annual return | 23.11% | 27.32%-4.2pp | 803.00%-779.9pp | 81.02%-57.9pp |
| Employer contribution / active EE | $544 | $3,324-83.6% | $5,144-89.4% | $2,440-77.7% |
| Participant deferral / active EE | $2,235 | $3,260-31.4% | $5,198-57.0% | $3,608-38.0% |
| Admin fee / account holder | $450 | $5,880-92.3% | $13,956-96.8% | $5,124-91.2% |