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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 | $52,143 | $58,258-10.5% | $81,820-36.3% | $80,925-35.6% |
| Participation rate | 36.4% | 63.5%-27.1pp | 72.4%-36.0pp | 67.7%-31.3pp |
| Annual return | 12.25% | 41.76%-29.5pp | 777.93%-765.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $290 | $2,345-87.6% | $2,915-90.1% | $2,756-89.5% |
| Participant deferral / active EE | $1,357 | $3,284-58.7% | $4,323-68.6% | $4,299-68.4% |
| Admin fee / account holder | $1,647 | $4,976-66.9% | $7,391-77.7% | $6,940-76.3% |