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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 | $60,119-70.3% | $90,414-80.2% | $79,860-77.6% |
| Participation rate | 55.7% | 65.0%-9.3pp | 72.7%-17.0pp | 69.6%-14.0pp |
| Annual return | 19.81% | 71.94%-52.1pp | 1293.19%-1273.4pp | 31.72%-11.9pp |
| Employer contribution / active EE | $920 | $2,068-55.5% | $3,262-71.8% | $2,471-62.8% |
| Participant deferral / active EE | $1,390 | $2,938-52.7% | $3,963-64.9% | $3,740-62.8% |
| Admin fee / account holder | $305 | $3,976-92.3% | $5,611-94.6% | $5,306-94.2% |