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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 | $35,588 | $55,446-35.8% | $155,574-77.1% | $74,429-52.2% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 15.79% | 269.20%-253.4pp | 64.87%-49.1pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $642 | $2,266-71.7% | $4,676-86.3% | $2,625-75.5% |
| Participant deferral / active EE | $2,303 | $2,836-18.8% | $5,629-59.1% | $4,348-47.0% |
| Admin fee / account holder | $3,208 | $1,743+84.0% | $15,914-79.8% | $1,944+65.0% |