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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 | $13,470 | $49,199-72.6% | $121,204-88.9% | $75,173-82.1% |
| Participation rate | 48.5% | 55.4%-6.9pp | 69.5%-21.0pp | 67.2%-18.7pp |
| Annual return | 23.47% | 56.04%-32.6pp | 987.18%-963.7pp | 160.72%-137.3pp |
| Employer contribution / active EE | $1,660 | $1,547+7.3% | $4,170-60.2% | $2,671-37.8% |
| Participant deferral / active EE | $2,642 | $2,630+0.5% | $4,083-35.3% | $4,126-36.0% |
| Admin fee / account holder | $308 | $3,946-92.2% | $5,651-94.5% | $5,651-94.5% |