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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 | $29,716-12.5% | $56,077-53.6% | $80,925-67.9% |
| Participation rate | 31.4% | 41.7%-10.3pp | 52.5%-21.1pp | 67.7%-36.3pp |
| Annual return | 15.82% | 35.30%-19.5pp | 1709.28%-1693.5pp | 35.65%-19.8pp |
| Employer contribution / active EE | $406 | $671-39.5% | $1,040-61.0% | $2,756-85.3% |
| Participant deferral / active EE | $944 | $1,228-23.2% | $1,954-51.7% | $4,299-78.0% |
| Admin fee / account holder | $646 | $2,432-73.5% | $2,825-77.1% | $6,940-90.7% |