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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 | $28,744 | $52,353-45.1% | $120,225-76.1% | $82,448-65.1% |
| Participation rate | 53.8% | 58.3%-4.5pp | 69.6%-15.7pp | 68.1%-14.2pp |
| Annual return | 17.96% | 61.85%-43.9pp | 439.23%-421.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $506 | $1,510-66.5% | $3,475-85.4% | $2,551-80.2% |
| Participant deferral / active EE | $2,607 | $2,627-0.7% | $3,999-34.8% | $4,139-37.0% |
| Admin fee / account holder | $2,209 | $4,363-49.4% | $5,696-61.2% | $7,234-69.5% |