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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 | $21,775 | $48,570-55.2% | $130,660-83.3% | $72,983-70.2% |
| Participation rate | 46.6% | 58.6%-12.0pp | 71.7%-25.2pp | 69.5%-22.9pp |
| Annual return | 26.66% | 38.63%-12.0pp | 1709.29%-1682.6pp | 81.01%-54.3pp |
| Employer contribution / active EE | $1,075 | $1,334-19.4% | $4,092-73.7% | $2,440-55.9% |
| Participant deferral / active EE | $1,603 | $2,384-32.8% | $3,603-55.5% | $3,608-55.6% |
| Admin fee / account holder | $497 | $3,549-86.0% | $5,463-90.9% | $5,124-90.3% |