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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 | $55,423-39.4% | $155,602-78.4% | $74,400-54.8% |
| Participation rate | 50.7% | 61.9%-11.2pp | 78.2%-27.5pp | 67.2%-16.5pp |
| Annual return | 14.66% | 269.07%-254.4pp | 64.81%-50.1pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $1,421 | $2,266-37.3% | $4,675-69.6% | $2,624-45.9% |
| Participant deferral / active EE | $2,565 | $2,835-9.5% | $5,629-54.4% | $4,348-41.0% |
| Admin fee / account holder | $3,858 | $1,744+121.1% | $15,923-75.8% | $1,944+98.5% |