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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 | $47,751 | $102,385-53.4% | $147,080-67.5% | $80,935-41.0% |
| Participation rate | 29.5% | 75.9%-46.3pp | 82.2%-52.6pp | 67.7%-38.1pp |
| Annual return | 16.28% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,347 | $3,717-63.8% | $4,933-72.7% | $2,757-51.1% |
| Participant deferral / active EE | $2,838 | $6,651-57.3% | $8,066-64.8% | $4,299-34.0% |
| Admin fee / account holder | $8,662 | $7,951+8.9% | $12,989-33.3% | $6,924+25.1% |