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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 | $23,422 | $27,800-15.7% | $58,561-60.0% | $71,511-67.2% |
| Participation rate | 28.8% | 34.6%-5.8pp | 50.9%-22.1pp | 67.9%-39.1pp |
| Annual return | 16.62% | 26.80%-10.2pp | 4251.33%-4234.7pp | 28.86%-12.2pp |
| Employer contribution / active EE | $366 | $632-42.0% | $1,053-65.2% | $2,589-85.9% |
| Participant deferral / active EE | $1,221 | $1,208+1.1% | $1,923-36.5% | $4,291-71.5% |
| Admin fee / account holder | $3,459 | $1,637+111.2% | $2,520+37.2% | $1,588+117.7% |