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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 | $22,475 | $49,199-54.3% | $121,210-81.5% | $75,177-70.1% |
| Participation rate | 25.9% | 55.4%-29.5pp | 69.5%-43.6pp | 67.2%-41.3pp |
| Annual return | 20.41% | 56.04%-35.6pp | 987.41%-967.0pp | 160.75%-140.3pp |
| Employer contribution / active EE | $816 | $1,547-47.3% | $4,171-80.4% | $2,671-69.4% |
| Participant deferral / active EE | $1,176 | $2,630-55.3% | $4,084-71.2% | $4,126-71.5% |
| Admin fee / account holder | $1,070 | $3,946-72.9% | $5,647-81.0% | $5,651-81.1% |