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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 | $18,609 | $29,736-37.4% | $56,033-66.8% | $80,935-77.0% |
| Participation rate | 41.2% | 41.7%-0.5pp | 52.5%-11.3pp | 67.7%-26.5pp |
| Annual return | 12.44% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,223 | $671+82.2% | $1,041+17.5% | $2,757-55.6% |
| Participant deferral / active EE | $1,917 | $1,228+56.1% | $1,954-1.9% | $4,299-55.4% |
| Admin fee / account holder | $425 | $2,434-82.5% | $2,827-85.0% | $6,924-93.9% |