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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 | $29,732 | $55,437-46.4% | $155,534-80.9% | $74,459-60.1% |
| Participation rate | 37.7% | 61.9%-24.2pp | 78.2%-40.5pp | 67.2%-29.5pp |
| Annual return | 12.27% | 269.58%-257.3pp | 64.92%-52.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $682 | $2,266-69.9% | $4,675-85.4% | $2,626-74.0% |
| Participant deferral / active EE | $1,036 | $2,837-63.5% | $5,630-81.6% | $4,350-76.2% |
| Admin fee / account holder | $1,431 | $1,742-17.9% | $15,900-91.0% | $1,945-26.4% |