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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 | $43,454 | $51,649-15.9% | $124,206-65.0% | $64,097-32.2% |
| Participation rate | 22.9% | 45.2%-22.3pp | 69.6%-46.7pp | 55.2%-32.3pp |
| Annual return | 15.52% | 19.98%-4.5pp | 515.27%-499.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $632 | $1,057-40.2% | $3,540-82.1% | $1,891-66.6% |
| Participant deferral / active EE | $644 | $2,165-70.2% | $3,968-83.8% | $3,080-79.1% |
| Admin fee / account holder | $1,339 | $4,237-68.4% | $5,929-77.4% | $3,454-61.2% |