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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 | $25,961 | $29,736-12.7% | $56,033-53.7% | $80,935-67.9% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.7%-49.1pp |
| Annual return | 12.82% | 35.28%-22.5pp | 1711.38%-1698.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $533 | $671-20.6% | $1,041-48.8% | $2,757-80.7% |
| Participant deferral / active EE | $1,445 | $1,228+17.6% | $1,954-26.1% | $4,299-66.4% |
| Admin fee / account holder | $1,520 | $2,434-37.5% | $2,827-46.2% | $6,924-78.0% |