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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 | $28,165 | $49,896-43.6% | $80,627-65.1% | $75,173-62.5% |
| Participation rate | 37.3% | 55.3%-18.1pp | 67.0%-29.8pp | 67.2%-29.9pp |
| Annual return | 15.70% | 34.67%-19.0pp | 936.76%-921.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $733 | $1,699-56.8% | $2,723-73.1% | $2,671-72.5% |
| Participant deferral / active EE | $1,373 | $2,992-54.1% | $4,443-69.1% | $4,126-66.7% |
| Admin fee / account holder | $4,157 | $3,578+16.2% | $5,381-22.7% | $5,651-26.4% |