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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 | $23,170 | $60,139-61.5% | $90,461-74.4% | $79,856-71.0% |
| Participation rate | 36.5% | 65.0%-28.5pp | 72.7%-36.2pp | 69.6%-33.1pp |
| Annual return | 16.59% | 71.96%-55.4pp | 1294.76%-1278.2pp | 31.71%-15.1pp |
| Employer contribution / active EE | $389 | $2,069-81.2% | $3,264-88.1% | $2,471-84.3% |
| Participant deferral / active EE | $1,126 | $2,939-61.7% | $3,964-71.6% | $3,741-69.9% |
| Admin fee / account holder | $326 | $3,978-91.8% | $5,617-94.2% | $5,306-93.8% |