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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 | $31,041 | $58,859-47.3% | $129,397-76.0% | $77,714-60.1% |
| Participation rate | 20.9% | 59.3%-38.4pp | 69.6%-48.7pp | 70.6%-49.7pp |
| Annual return | 16.89% | 24.74%-7.8pp | 9453.98%-9437.1pp | 31.26%-14.4pp |
| Employer contribution / active EE | $802 | $1,952-58.9% | $4,154-80.7% | $2,727-70.6% |
| Participant deferral / active EE | $1,674 | $3,215-47.9% | $4,167-59.8% | $4,649-64.0% |
| Admin fee / account holder | $1,056 | $591+78.8% | $7,679-86.2% | $433+143.7% |