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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 | $24,384 | $29,667-17.8% | $56,441-56.8% | $80,874-69.8% |
| Participation rate | 63.6% | 41.7%+22.0pp | 52.5%+11.1pp | 67.6%-4.0pp |
| Annual return | 11.93% | 35.22%-23.3pp | 1704.21%-1692.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,086 | $669+62.2% | $1,039+4.5% | $2,756-60.6% |
| Participant deferral / active EE | $2,251 | $1,227+83.5% | $1,953+15.3% | $4,297-47.6% |
| Admin fee / account holder | $904 | $2,429-62.8% | $2,829-68.0% | $6,935-87.0% |