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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 | $54,401 | $107,030-49.2% | $73,550-26.0% | $147,586-63.1% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 12.78% | 38.25%-25.5pp | -15.16%+27.9pp | 578.59%-565.8pp |
| Employer contribution / active EE | $625 | $1,760-64.5% | $1,219-48.7% | $4,876-87.2% |
| Participant deferral / active EE | $804 | $2,458-67.3% | $1,804-55.4% | $5,439-85.2% |
| Admin fee / account holder | $1,732 | $3,055-43.3% | $2,320-25.3% | $10,886-84.1% |