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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 | $14,714 | $58,311-74.8% | $81,882-82.0% | $80,959-81.8% |
| Participation rate | 44.8% | 63.5%-18.7pp | 72.4%-27.6pp | 67.7%-22.8pp |
| Annual return | 29.71% | 41.85%-12.1pp | 779.47%-749.8pp | 35.67%-6.0pp |
| Employer contribution / active EE | $1,492 | $2,347-36.4% | $2,916-48.8% | $2,757-45.9% |
| Participant deferral / active EE | $1,899 | $3,287-42.2% | $4,323-56.1% | $4,300-55.8% |
| Admin fee / account holder | $1,960 | $4,752-58.8% | $7,360-73.4% | $6,925-71.7% |