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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 | $18,435 | $55,470-66.8% | $155,556-88.1% | $74,478-75.2% |
| Participation rate | 38.6% | 61.9%-23.3pp | 78.2%-39.6pp | 67.2%-28.6pp |
| Annual return | 16.66% | 269.80%-253.1pp | 64.84%-48.2pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $575 | $2,267-74.6% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $1,018 | $2,838-64.1% | $5,631-81.9% | $4,350-76.6% |
| Admin fee / account holder | $1,082 | $1,744-38.0% | $15,885-93.2% | $1,946-44.4% |