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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 | $55,437-64.4% | $155,534-87.3% | $74,459-73.5% |
| Participation rate | 25.2% | 61.9%-36.7pp | 78.2%-53.0pp | 67.2%-42.0pp |
| Annual return | 14.61% | 269.58%-255.0pp | 64.92%-50.3pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $743 | $2,266-67.2% | $4,675-84.1% | $2,626-71.7% |
| Participant deferral / active EE | $1,978 | $2,837-30.3% | $5,630-64.9% | $4,350-54.5% |
| Admin fee / account holder | $392 | $1,742-77.5% | $15,900-97.5% | $1,945-79.8% |