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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 | $33,362 | $48,053-30.6% | $84,637-60.6% | $72,976-54.3% |
| Participation rate | 47.8% | 57.6%-9.8pp | 68.2%-20.4pp | 69.5%-21.7pp |
| Annual return | 27.66% | 37.39%-9.7pp | 258.82%-231.2pp | 81.02%-53.4pp |
| Employer contribution / active EE | $919 | $1,602-42.7% | $2,653-65.4% | $2,440-62.4% |
| Participant deferral / active EE | $2,203 | $2,681-17.8% | $3,900-43.5% | $3,608-39.0% |
| Admin fee / account holder | $1,241 | $3,395-63.5% | $4,914-74.8% | $5,124-75.8% |