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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 | $21,674 | $47,479-54.4% | $62,929-65.6% | $82,448-73.7% |
| Participation rate | 41.4% | 66.9%-25.5pp | 73.1%-31.7pp | 68.1%-26.7pp |
| Annual return | 22.85% | 20.34%+2.5pp | 1063.93%-1041.1pp | 41.64%-18.8pp |
| Employer contribution / active EE | $919 | $1,885-51.3% | $2,505-63.3% | $2,551-64.0% |
| Participant deferral / active EE | $1,706 | $2,870-40.6% | $3,888-56.1% | $4,139-58.8% |
| Admin fee / account holder | $1,023 | $3,804-73.1% | $5,065-79.8% | $7,234-85.9% |