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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 | $29,922 | $55,446-46.0% | $155,574-80.8% | $74,429-59.8% |
| Participation rate | 18.5% | 61.9%-43.4pp | 78.2%-59.7pp | 67.2%-48.7pp |
| Annual return | 15.15% | 269.20%-254.1pp | 64.87%-49.7pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $1,038 | $2,266-54.2% | $4,676-77.8% | $2,625-60.4% |
| Participant deferral / active EE | $1,371 | $2,836-51.6% | $5,629-75.6% | $4,348-68.5% |
| Admin fee / account holder | $1,934 | $1,743+11.0% | $15,914-87.8% | $1,944-0.5% |