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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 | $27,687 | $53,128-47.9% | $86,582-68.0% | $70,126-60.5% |
| Participation rate | 39.6% | 65.3%-25.7pp | 73.5%-33.9pp | 69.5%-29.9pp |
| Annual return | 15.72% | 27.66%-11.9pp | 965.08%-949.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $743 | $2,068-64.1% | $2,839-73.8% | $2,343-68.3% |
| Participant deferral / active EE | $901 | $2,695-66.6% | $3,609-75.0% | $3,332-73.0% |
| Admin fee / account holder | $2,051 | $3,584-42.8% | $4,904-58.2% | $4,645-55.8% |