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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 | $27,472 | $58,726-53.2% | $142,898-80.8% | $85,851-68.0% |
| Participation rate | 38.2% | 58.5%-20.3pp | 72.0%-33.8pp | 69.3%-31.1pp |
| Annual return | 14.95% | 27.73%-12.8pp | 5639.64%-5624.7pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,264 | $1,424-11.2% | $4,146-69.5% | $2,565-50.7% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $801 | $4,234-81.1% | $6,560-87.8% | $6,261-87.2% |