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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 | $55,472-58.1% | $155,567-85.0% | $74,546-68.8% |
| Participation rate | 31.3% | 61.9%-30.7pp | 78.2%-46.9pp | 67.2%-36.0pp |
| Annual return | 13.88% | 268.72%-254.8pp | 64.74%-50.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $613 | $2,269-73.0% | $4,674-86.9% | $2,624-76.6% |
| Participant deferral / active EE | $1,256 | $2,838-55.7% | $5,628-77.7% | $4,347-71.1% |
| Admin fee / account holder | $2,991 | $1,743+71.6% | $15,916-81.2% | $1,944+53.9% |