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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 | $33,604 | $55,437-39.4% | $155,534-78.4% | $74,459-54.9% |
| Participation rate | 50.7% | 61.9%-11.2pp | 78.2%-27.5pp | 67.2%-16.5pp |
| Annual return | 14.66% | 269.58%-254.9pp | 64.92%-50.3pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,421 | $2,266-37.3% | $4,675-69.6% | $2,626-45.9% |
| Participant deferral / active EE | $2,565 | $2,837-9.6% | $5,630-54.4% | $4,350-41.0% |
| Admin fee / account holder | $3,858 | $1,742+121.4% | $15,900-75.7% | $1,945+98.4% |