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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 | $19,762 | $55,423-64.3% | $155,602-87.3% | $74,400-73.4% |
| Participation rate | 25.2% | 61.9%-36.7pp | 78.2%-53.0pp | 67.2%-42.0pp |
| Annual return | 14.61% | 269.07%-254.5pp | 64.81%-50.2pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $743 | $2,266-67.2% | $4,675-84.1% | $2,624-71.7% |
| Participant deferral / active EE | $1,978 | $2,835-30.2% | $5,629-64.9% | $4,348-54.5% |
| Admin fee / account holder | $392 | $1,744-77.5% | $15,923-97.5% | $1,944-79.8% |