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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 | $18,726 | $27,936-33.0% | $58,561-68.0% | $75,173-75.1% |
| Participation rate | 53.6% | 38.8%+14.7pp | 50.9%+2.7pp | 67.2%-13.6pp |
| Annual return | 20.94% | 44.21%-23.3pp | 4251.33%-4230.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,098 | $670+64.1% | $1,053+4.3% | $2,671-58.9% |
| Participant deferral / active EE | $3,146 | $1,202+161.7% | $1,923+63.6% | $4,126-23.8% |
| Admin fee / account holder | $3,504 | $1,727+102.9% | $2,520+39.0% | $5,651-38.0% |