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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 | $46,453 | $51,878-10.5% | $68,368-32.1% | $79,634-41.7% |
| Participation rate | 14.2% | 53.7%-39.5pp | 73.8%-59.6pp | 62.5%-48.3pp |
| Annual return | 16.40% | 137.43%-121.0pp | 292.57%-276.2pp | 36.46%-20.1pp |
| Employer contribution / active EE | $204 | $1,931-89.4% | $2,649-92.3% | $2,529-91.9% |
| Participant deferral / active EE | $671 | $2,577-74.0% | $4,123-83.7% | $3,835-82.5% |
| Admin fee / account holder | $626 | $942-33.5% | $5,150-87.8% | $1,002-37.5% |