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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 | $27,624 | $51,642-46.5% | $129,384-78.6% | $80,935-65.9% |
| Participation rate | 23.2% | 56.9%-33.7pp | 69.6%-46.4pp | 67.7%-44.5pp |
| Annual return | 26.16% | 20.78%+5.4pp | 9461.77%-9435.6pp | 35.66%-9.5pp |
| Employer contribution / active EE | $580 | $1,583-63.3% | $4,153-86.0% | $2,757-78.9% |
| Participant deferral / active EE | $1,905 | $2,670-28.6% | $4,166-54.3% | $4,299-55.7% |
| Admin fee / account holder | $331 | $4,312-92.3% | $7,686-95.7% | $6,924-95.2% |