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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 | $28,946 | $51,638-43.9% | $129,406-77.6% | $80,959-64.2% |
| Participation rate | 32.9% | 56.9%-24.0pp | 69.6%-36.7pp | 67.7%-34.8pp |
| Annual return | 14.76% | 20.78%-6.0pp | 9468.18%-9453.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,266 | $1,584-20.0% | $4,155-69.5% | $2,757-54.1% |
| Participant deferral / active EE | $2,513 | $2,670-5.9% | $4,167-39.7% | $4,300-41.6% |
| Admin fee / account holder | $9,748 | $4,313+126.0% | $7,689+26.8% | $6,925+40.8% |