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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 | $27,591 | $55,446-50.2% | $155,574-82.3% | $74,429-62.9% |
| Participation rate | 57.1% | 61.9%-4.8pp | 78.2%-21.1pp | 67.2%-10.1pp |
| Annual return | 14.17% | 269.20%-255.0pp | 64.87%-50.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,532 | $2,266-32.4% | $4,676-67.2% | $2,625-41.6% |
| Participant deferral / active EE | $2,047 | $2,836-27.8% | $5,629-63.6% | $4,348-52.9% |
| Admin fee / account holder | $4,440 | $1,743+154.7% | $15,914-72.1% | $1,944+128.4% |