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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 | $23,266 | $55,423-58.0% | $155,602-85.0% | $74,400-68.7% |
| Participation rate | 31.3% | 61.9%-30.6pp | 78.2%-47.0pp | 67.2%-36.0pp |
| Annual return | 13.88% | 269.07%-255.2pp | 64.81%-50.9pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $613 | $2,266-72.9% | $4,675-86.9% | $2,624-76.6% |
| Participant deferral / active EE | $1,256 | $2,835-55.7% | $5,629-77.7% | $4,348-71.1% |
| Admin fee / account holder | $2,991 | $1,744+71.4% | $15,923-81.2% | $1,944+53.9% |