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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 | $23,422 | $58,258-59.8% | $81,820-71.4% | $80,925-71.1% |
| Participation rate | 53.3% | 63.5%-10.1pp | 72.4%-19.1pp | 67.7%-14.3pp |
| Annual return | 20.76% | 41.76%-21.0pp | 777.93%-757.2pp | 35.65%-14.9pp |
| Employer contribution / active EE | $942 | $2,345-59.8% | $2,915-67.7% | $2,756-65.8% |
| Participant deferral / active EE | $4,186 | $3,284+27.5% | $4,323-3.2% | $4,299-2.6% |
| Admin fee / account holder | $1,719 | $4,976-65.5% | $7,391-76.7% | $6,940-75.2% |