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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 | $32,751 | $54,674-40.1% | $76,089-57.0% | $74,429-56.0% |
| Participation rate | 44.9% | 60.3%-15.4pp | 69.1%-24.2pp | 67.2%-22.3pp |
| Annual return | 11.78% | 31.89%-20.1pp | 360.94%-349.2pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $1,305 | $1,781-26.7% | $2,690-51.5% | $2,625-50.3% |
| Participant deferral / active EE | $1,972 | $3,071-35.8% | $4,259-53.7% | $4,348-54.7% |
| Admin fee / account holder | $5,635 | $2,238+151.8% | $6,418-12.2% | $1,944+189.8% |