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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 | $56,431-49.1% | $130,788-78.0% | $87,485-67.1% |
| Participation rate | 53.8% | 58.9%-5.1pp | 70.1%-16.3pp | 68.9%-15.1pp |
| Annual return | 17.96% | 91.27%-73.3pp | 386.44%-368.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $506 | $1,549-67.3% | $3,558-85.8% | $2,596-80.5% |
| Participant deferral / active EE | $2,607 | $2,749-5.2% | $4,137-37.0% | $4,274-39.0% |
| Admin fee / account holder | $2,209 | $4,433-50.2% | $6,673-66.9% | $7,775-71.6% |