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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 | $33,393 | $47,479-29.7% | $62,929-46.9% | $82,448-59.5% |
| Participation rate | 52.3% | 66.9%-14.6pp | 73.1%-20.8pp | 68.1%-15.8pp |
| Annual return | 12.88% | 20.34%-7.5pp | 1063.93%-1051.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,389 | $1,885-26.3% | $2,505-44.5% | $2,551-45.6% |
| Participant deferral / active EE | $1,790 | $2,870-37.6% | $3,888-54.0% | $4,139-56.7% |
| Admin fee / account holder | $2,566 | $3,804-32.5% | $5,065-49.3% | $7,234-64.5% |