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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 | $17,709 | $29,670-40.3% | $56,054-68.4% | $80,911-78.1% |
| Participation rate | 39.1% | 41.7%-2.5pp | 52.5%-13.4pp | 67.6%-28.5pp |
| Annual return | 20.56% | 35.24%-14.7pp | 1705.95%-1685.4pp | 35.63%-15.1pp |
| Employer contribution / active EE | $829 | $670+23.7% | $1,039-20.2% | $2,756-69.9% |
| Participant deferral / active EE | $1,882 | $1,227+53.4% | $1,952-3.6% | $4,297-56.2% |
| Admin fee / account holder | $802 | $2,431-67.0% | $2,822-71.6% | $6,935-88.4% |