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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 | $21,479 | $29,716-27.7% | $56,077-61.7% | $80,925-73.5% |
| Participation rate | 56.7% | 41.7%+15.0pp | 52.5%+4.2pp | 67.7%-11.0pp |
| Annual return | 14.16% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.5pp |
| Employer contribution / active EE | $838 | $671+24.9% | $1,040-19.4% | $2,756-69.6% |
| Participant deferral / active EE | $1,806 | $1,228+47.0% | $1,954-7.6% | $4,299-58.0% |
| Admin fee / account holder | $1,281 | $2,432-47.3% | $2,825-54.7% | $6,940-81.5% |