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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 | $33,889 | $53,128-36.2% | $86,581-60.9% | $70,124-51.7% |
| Participation rate | 47.1% | 65.3%-18.2pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 17.95% | 27.66%-9.7pp | 965.06%-947.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $995 | $2,068-51.9% | $2,840-65.0% | $2,342-57.5% |
| Participant deferral / active EE | $1,706 | $2,695-36.7% | $3,609-52.7% | $3,332-48.8% |
| Admin fee / account holder | $329 | $3,584-90.8% | $4,904-93.3% | $4,645-92.9% |