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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 | $13,569 | $107,015-87.3% | $73,545-81.5% | $147,585-90.8% |
| Participation rate | 36.4% | 66.4%-30.0pp | 54.9%-18.6pp | 82.8%-46.5pp |
| Annual return | 81.16% | 38.25%+42.9pp | -15.16%+96.3pp | 578.57%-497.4pp |
| Employer contribution / active EE | $575 | $1,760-67.3% | $1,219-52.8% | $4,876-88.2% |
| Participant deferral / active EE | $1,771 | $2,462-28.0% | $1,806-1.9% | $5,439-67.4% |
| Admin fee / account holder | $1,298 | $3,055-57.5% | $2,320-44.1% | $10,885-88.1% |