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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 | $29,670-12.5% | $56,054-53.7% | $80,911-67.9% |
| Participation rate | 18.5% | 41.7%-23.1pp | 52.5%-34.0pp | 67.6%-49.1pp |
| Annual return | 12.82% | 35.24%-22.4pp | 1705.95%-1693.1pp | 35.63%-22.8pp |
| Employer contribution / active EE | $533 | $670-20.4% | $1,039-48.7% | $2,756-80.6% |
| Participant deferral / active EE | $1,445 | $1,227+17.7% | $1,952-26.0% | $4,297-66.4% |
| Admin fee / account holder | $1,520 | $2,431-37.5% | $2,822-46.1% | $6,935-78.1% |