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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 | $28,662 | $29,716-3.5% | $56,077-48.9% | $80,925-64.6% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.7%-40.1pp |
| Annual return | 17.41% | 35.30%-17.9pp | 1709.28%-1691.9pp | 35.65%-18.2pp |
| Employer contribution / active EE | $535 | $671-20.3% | $1,040-48.6% | $2,756-80.6% |
| Participant deferral / active EE | $1,752 | $1,228+42.6% | $1,954-10.3% | $4,299-59.2% |
| Admin fee / account holder | $1,045 | $2,432-57.0% | $2,825-63.0% | $6,940-84.9% |