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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 | $42,210 | $63,346-33.4% | $92,240-54.2% | $70,126-39.8% |
| Participation rate | 27.6% | 68.7%-41.1pp | 76.5%-48.9pp | 69.5%-42.0pp |
| Annual return | 13.12% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $745 | $2,471-69.8% | $3,680-79.7% | $2,343-68.2% |
| Participant deferral / active EE | $1,374 | $2,854-51.8% | $3,897-64.7% | $3,332-58.8% |
| Admin fee / account holder | $318 | $3,841-91.7% | $5,194-93.9% | $4,645-93.2% |