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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 | $17,236 | $51,631-66.6% | $129,397-86.7% | $80,925-78.7% |
| Participation rate | 42.9% | 56.9%-14.1pp | 69.6%-26.8pp | 67.7%-24.8pp |
| Annual return | 36.25% | 20.77%+15.5pp | 9453.98%-9417.7pp | 35.65%+0.6pp |
| Employer contribution / active EE | $1,416 | $1,583-10.5% | $4,154-65.9% | $2,756-48.6% |
| Participant deferral / active EE | $1,722 | $2,670-35.5% | $4,167-58.7% | $4,299-59.9% |
| Admin fee / account holder | $6,371 | $4,309+47.9% | $7,679-17.0% | $6,940-8.2% |