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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 | $20,171 | $27,943-27.8% | $58,507-65.5% | $75,177-73.2% |
| Participation rate | 67.7% | 38.8%+28.9pp | 50.9%+16.9pp | 67.2%+0.5pp |
| Annual return | 28.70% | 44.22%-15.5pp | 4252.32%-4223.6pp | 160.75%-132.0pp |
| Employer contribution / active EE | $890 | $670+33.0% | $1,053-15.5% | $2,671-66.7% |
| Participant deferral / active EE | $1,141 | $1,202-5.1% | $1,922-40.6% | $4,126-72.3% |
| Admin fee / account holder | $650 | $1,727-62.4% | $2,486-73.9% | $5,651-88.5% |