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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 | $17,884 | $60,139-70.3% | $90,461-80.2% | $79,856-77.6% |
| Participation rate | 55.7% | 65.0%-9.3pp | 72.7%-17.0pp | 69.6%-14.0pp |
| Annual return | 19.81% | 71.96%-52.2pp | 1294.76%-1275.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $920 | $2,069-55.5% | $3,264-71.8% | $2,471-62.8% |
| Participant deferral / active EE | $1,390 | $2,939-52.7% | $3,964-64.9% | $3,741-62.8% |
| Admin fee / account holder | $305 | $3,978-92.3% | $5,617-94.6% | $5,306-94.2% |