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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 | $13,133 | $58,234-77.4% | $81,783-83.9% | $80,874-83.8% |
| Participation rate | 31.7% | 63.4%-31.7pp | 72.4%-40.6pp | 67.6%-35.9pp |
| Annual return | 19.12% | 41.70%-22.6pp | 775.05%-755.9pp | 35.62%-16.5pp |
| Employer contribution / active EE | $655 | $2,341-72.0% | $2,913-77.5% | $2,756-76.2% |
| Participant deferral / active EE | $1,638 | $3,283-50.1% | $4,320-62.1% | $4,297-61.9% |
| Admin fee / account holder | $1,436 | $4,982-71.2% | $7,380-80.5% | $6,935-79.3% |