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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 | $21,318 | $27,924-23.7% | $58,544-63.6% | $75,181-71.6% |
| Participation rate | 56.8% | 38.8%+18.0pp | 50.9%+6.0pp | 67.2%-10.4pp |
| Annual return | 16.52% | 44.20%-27.7pp | 4249.56%-4233.0pp | 160.69%-144.2pp |
| Employer contribution / active EE | $831 | $669+24.2% | $1,053-21.1% | $2,671-68.9% |
| Participant deferral / active EE | $1,621 | $1,202+34.9% | $1,923-15.7% | $4,126-60.7% |
| Admin fee / account holder | $544 | $1,726-68.5% | $2,520-78.4% | $5,650-90.4% |