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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 | $14,853 | $58,234-74.5% | $81,783-81.8% | $80,874-81.6% |
| Participation rate | 51.6% | 63.4%-11.8pp | 72.4%-20.7pp | 67.6%-16.0pp |
| Annual return | 31.61% | 41.70%-10.1pp | 775.05%-743.4pp | 35.62%-4.0pp |
| Employer contribution / active EE | $1,003 | $2,341-57.1% | $2,913-65.6% | $2,756-63.6% |
| Participant deferral / active EE | $4,402 | $3,283+34.1% | $4,320+1.9% | $4,297+2.4% |
| Admin fee / account holder | $483 | $4,982-90.3% | $7,380-93.4% | $6,935-93.0% |