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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 | $26,243 | $55,437-52.7% | $155,534-83.1% | $74,459-64.8% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 25.52% | 269.58%-244.1pp | 64.92%-39.4pp | 1369.70%-1344.2pp |
| Employer contribution / active EE | $572 | $2,266-74.8% | $4,675-87.8% | $2,626-78.2% |
| Participant deferral / active EE | $1,056 | $2,837-62.8% | $5,630-81.3% | $4,350-75.7% |
| Admin fee / account holder | $877 | $1,742-49.7% | $15,900-94.5% | $1,945-54.9% |