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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 | $31,857 | $73,863-56.9% | $143,797-77.8% | $68,490-53.5% |
| Participation rate | 16.0% | 66.7%-50.7pp | 80.3%-64.3pp | 67.9%-51.9pp |
| Annual return | 348.94% | 0.91%+348.0pp | -0.04%+349.0pp | -7.85%+356.8pp |
| Employer contribution / active EE | $1,224 | $3,185-61.6% | $4,952-75.3% | $2,597-52.9% |
| Participant deferral / active EE | $1,252 | $3,385-63.0% | $5,638-77.8% | $4,028-68.9% |
| Admin fee / account holder | $1,211 | $5,756-79.0% | $14,679-91.8% | $5,403-77.6% |