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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 | $55,989 | $44,206+26.7% | $94,057-40.5% | $64,728-13.5% |
| Participation rate | 24.3% | 51.0%-26.7pp | 73.3%-49.1pp | 57.9%-33.6pp |
| Annual return | 15.46% | 259.42%-244.0pp | 480.62%-465.2pp | 49.38%-33.9pp |
| Employer contribution / active EE | $409 | $1,635-75.0% | $2,933-86.0% | $2,243-81.8% |
| Participant deferral / active EE | $1,506 | $1,902-20.8% | $4,709-68.0% | $2,729-44.8% |
| Admin fee / account holder | $1,603 | $1,230+30.3% | $7,244-77.9% | $1,145+40.0% |