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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 | $24,508 | $29,736-17.6% | $56,033-56.3% | $80,935-69.7% |
| Participation rate | 25.8% | 41.7%-15.9pp | 52.5%-26.7pp | 67.7%-41.9pp |
| Annual return | 15.21% | 35.28%-20.1pp | 1711.38%-1696.2pp | 35.66%-20.5pp |
| Employer contribution / active EE | $548 | $671-18.4% | $1,041-47.3% | $2,757-80.1% |
| Participant deferral / active EE | $1,334 | $1,228+8.6% | $1,954-31.7% | $4,299-69.0% |
| Admin fee / account holder | $1,142 | $2,434-53.1% | $2,827-59.6% | $6,924-83.5% |