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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 | $37,520 | $79,181-52.6% | $102,423-63.4% | $74,429-49.6% |
| Participation rate | 53.4% | 74.8%-21.3pp | 76.5%-23.1pp | 67.2%-13.8pp |
| Annual return | 14.56% | 54.97%-40.4pp | 29.42%-14.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $984 | $2,362-58.3% | $3,023-67.5% | $2,625-62.5% |
| Participant deferral / active EE | $2,771 | $4,416-37.2% | $5,054-45.2% | $4,348-36.3% |
| Admin fee / account holder | $12,933 | $2,002+546.1% | $9,455+36.8% | $1,944+565.2% |