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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 | $37,874 | $79,189-52.2% | $102,457-63.0% | $74,400-49.1% |
| Participation rate | 56.4% | 74.8%-18.3pp | 76.5%-20.1pp | 67.2%-10.8pp |
| Annual return | 11.37% | 54.98%-43.6pp | 29.41%-18.0pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $1,380 | $2,362-41.6% | $3,022-54.3% | $2,624-47.4% |
| Participant deferral / active EE | $3,785 | $4,415-14.3% | $5,054-25.1% | $4,348-13.0% |
| Admin fee / account holder | $7,416 | $2,002+270.4% | $9,451-21.5% | $1,944+281.5% |