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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 | $27,892 | $29,716-6.1% | $56,077-50.3% | $80,925-65.5% |
| Participation rate | 8.6% | 41.7%-33.1pp | 52.5%-43.9pp | 67.7%-59.1pp |
| Annual return | 20.22% | 35.30%-15.1pp | 1709.28%-1689.1pp | 35.65%-15.4pp |
| Employer contribution / active EE | $265 | $671-60.5% | $1,040-74.5% | $2,756-90.4% |
| Participant deferral / active EE | $799 | $1,228-35.0% | $1,954-59.1% | $4,299-81.4% |
| Admin fee / account holder | $400 | $2,432-83.6% | $2,825-85.9% | $6,940-94.2% |