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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 | $51,638-66.6% | $129,406-86.7% | $80,959-78.7% |
| Participation rate | 42.9% | 56.9%-14.1pp | 69.6%-26.8pp | 67.7%-24.8pp |
| Annual return | 36.25% | 20.78%+15.5pp | 9468.18%-9431.9pp | 35.67%+0.6pp |
| Employer contribution / active EE | $1,416 | $1,584-10.6% | $4,155-65.9% | $2,757-48.6% |
| Participant deferral / active EE | $1,722 | $2,670-35.5% | $4,167-58.7% | $4,300-60.0% |
| Admin fee / account holder | $6,371 | $4,313+47.7% | $7,689-17.1% | $6,925-8.0% |