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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 | $36,495 | $61,125-40.3% | $94,057-61.2% | $87,485-58.3% |
| Participation rate | 48.5% | 64.1%-15.6pp | 73.3%-24.9pp | 68.9%-20.4pp |
| Annual return | 18.98% | 35.20%-16.2pp | 480.62%-461.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,190 | $2,136-44.3% | $2,933-59.4% | $2,596-54.2% |
| Participant deferral / active EE | $2,831 | $3,260-13.2% | $4,709-39.9% | $4,274-33.7% |
| Admin fee / account holder | $307 | $5,629-94.5% | $7,244-95.8% | $7,775-96.0% |