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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 | $28,503 | $30,385-6.2% | $56,054-49.2% | $74,400-61.7% |
| Participation rate | 10.3% | 32.9%-22.5pp | 52.5%-42.1pp | 67.2%-56.9pp |
| Annual return | 13.20% | 24.92%-11.7pp | 1705.95%-1692.7pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $941 | $609+54.5% | $1,039-9.5% | $2,624-64.2% |
| Participant deferral / active EE | $1,223 | $1,174+4.2% | $1,952-37.4% | $4,348-71.9% |
| Admin fee / account holder | $1,357 | $2,361-42.5% | $2,822-51.9% | $1,944-30.2% |