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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 | $55,446-42.1% | $155,574-79.4% | $74,429-56.8% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 16.34% | 269.20%-252.9pp | 64.87%-48.5pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $774 | $2,266-65.8% | $4,676-83.4% | $2,625-70.5% |
| Participant deferral / active EE | $1,670 | $2,836-41.1% | $5,629-70.3% | $4,348-61.6% |
| Admin fee / account holder | $8,612 | $1,743+394.1% | $15,914-45.9% | $1,944+342.9% |