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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 | $32,105 | $95,415-66.4% | $185,851-82.7% | $85,851-62.6% |
| Participation rate | 42.4% | 68.8%-26.3pp | 81.7%-39.3pp | 69.3%-26.9pp |
| Annual return | 15.51% | 23.59%-8.1pp | 122.11%-106.6pp | 318.63%-303.1pp |
| Employer contribution / active EE | $666 | $3,314-79.9% | $5,168-87.1% | $2,565-74.0% |
| Participant deferral / active EE | $1,160 | $3,424-66.1% | $5,569-79.2% | $3,952-70.7% |
| Admin fee / account holder | $1,408 | $7,215-80.5% | $16,245-91.3% | $6,261-77.5% |