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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 | $32,117 | $55,470-42.1% | $155,556-79.4% | $74,478-56.9% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 16.34% | 269.80%-253.5pp | 64.84%-48.5pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $774 | $2,267-65.9% | $4,675-83.4% | $2,626-70.5% |
| Participant deferral / active EE | $1,670 | $2,838-41.1% | $5,631-70.3% | $4,350-61.6% |
| Admin fee / account holder | $8,612 | $1,744+393.7% | $15,885-45.8% | $1,946+342.6% |