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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 | $42,834 | $45,152-5.1% | $73,836-42.0% | $59,633-28.2% |
| Participation rate | 38.6% | 64.0%-25.4pp | 73.4%-34.8pp | 68.7%-30.1pp |
| Annual return | 0.83% | 27.40%-26.6pp | 2268.06%-2267.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $256 | $1,901-86.6% | $2,787-90.8% | $2,203-88.4% |
| Participant deferral / active EE | $1,424 | $2,573-44.7% | $3,583-60.3% | $3,192-55.4% |
| Admin fee / account holder | $3,415 | $3,515-2.8% | $4,882-30.0% | $4,297-20.5% |