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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 | $24,603 | $58,234-57.8% | $81,783-69.9% | $80,874-69.6% |
| Participation rate | 53.6% | 63.4%-9.9pp | 72.4%-18.8pp | 67.6%-14.1pp |
| Annual return | 12.34% | 41.70%-29.4pp | 775.05%-762.7pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,008 | $2,341-57.0% | $2,913-65.4% | $2,756-63.4% |
| Participant deferral / active EE | $1,274 | $3,283-61.2% | $4,320-70.5% | $4,297-70.4% |
| Admin fee / account holder | $2,775 | $4,982-44.3% | $7,380-62.4% | $6,935-60.0% |