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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 | $53,712 | $58,234-7.8% | $81,783-34.3% | $80,874-33.6% |
| Participation rate | 43.6% | 63.4%-19.8pp | 72.4%-28.8pp | 67.6%-24.1pp |
| Annual return | 11.13% | 41.70%-30.6pp | 775.05%-763.9pp | 35.62%-24.5pp |
| Employer contribution / active EE | $453 | $2,341-80.6% | $2,913-84.4% | $2,756-83.6% |
| Participant deferral / active EE | $1,863 | $3,283-43.2% | $4,320-56.9% | $4,297-56.6% |
| Admin fee / account holder | $1,230 | $4,982-75.3% | $7,380-83.3% | $6,935-82.3% |