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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 | $25,996 | $29,733-12.6% | $56,025-53.6% | $80,959-67.9% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.7%-36.3pp |
| Annual return | 15.82% | 35.28%-19.5pp | 1712.69%-1696.9pp | 35.67%-19.8pp |
| Employer contribution / active EE | $406 | $672-39.6% | $1,042-61.0% | $2,757-85.3% |
| Participant deferral / active EE | $944 | $1,229-23.2% | $1,955-51.7% | $4,300-78.0% |
| Admin fee / account holder | $646 | $2,434-73.5% | $2,828-77.2% | $6,925-90.7% |