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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 | $14,840 | $55,423-73.2% | $155,602-90.5% | $74,400-80.1% |
| Participation rate | 36.4% | 61.9%-25.5pp | 78.2%-41.8pp | 67.2%-30.8pp |
| Annual return | 11.22% | 269.07%-257.8pp | 64.81%-53.6pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $565 | $2,266-75.0% | $4,675-87.9% | $2,624-78.5% |
| Participant deferral / active EE | $952 | $2,835-66.4% | $5,629-83.1% | $4,348-78.1% |
| Admin fee / account holder | $1,290 | $1,744-26.1% | $15,923-91.9% | $1,944-33.6% |