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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 | $22,513 | $29,716-24.2% | $56,077-59.9% | $80,925-72.2% |
| Participation rate | 34.7% | 41.7%-7.0pp | 52.5%-17.8pp | 67.7%-33.0pp |
| Annual return | 12.67% | 35.30%-22.6pp | 1709.28%-1696.6pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,367 | $671+103.7% | $1,040+31.4% | $2,756-50.4% |
| Participant deferral / active EE | $2,572 | $1,228+109.4% | $1,954+31.6% | $4,299-40.2% |
| Admin fee / account holder | $5,950 | $2,432+144.6% | $2,825+110.6% | $6,940-14.3% |