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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 | $17,634 | $27,943-36.9% | $58,507-69.9% | $75,177-76.5% |
| Participation rate | 17.8% | 38.8%-21.1pp | 50.9%-33.1pp | 67.2%-49.4pp |
| Annual return | 28.47% | 44.22%-15.8pp | 4252.32%-4223.9pp | 160.75%-132.3pp |
| Employer contribution / active EE | $830 | $670+24.0% | $1,053-21.2% | $2,671-68.9% |
| Participant deferral / active EE | $1,006 | $1,202-16.3% | $1,922-47.7% | $4,126-75.6% |
| Admin fee / account holder | $519 | $1,727-69.9% | $2,486-79.1% | $5,651-90.8% |