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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 | $28,405 | $26,137+8.7% | $58,561-51.5% | $74,460-61.9% |
| Participation rate | 13.5% | 32.2%-18.7pp | 50.9%-37.4pp | 70.7%-57.3pp |
| Annual return | 24.26% | 32.53%-8.3pp | 4251.33%-4227.1pp | 34.38%-10.1pp |
| Employer contribution / active EE | $803 | $537+49.6% | $1,053-23.8% | $2,638-69.6% |
| Participant deferral / active EE | $1,600 | $1,076+48.7% | $1,923-16.8% | $4,530-64.7% |
| Admin fee / account holder | $448 | $648-30.8% | $2,520-82.2% | $348+28.9% |