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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 | $25,997 | $102,663-74.7% | $86,216-69.8% | $139,466-81.4% |
| Participation rate | 45.5% | 74.5%-29.1pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 19.17% | 1924.52%-1905.3pp | 1169.42%-1150.2pp | 373.66%-354.5pp |
| Employer contribution / active EE | $568 | $3,035-81.3% | $2,382-76.2% | $4,754-88.1% |
| Participant deferral / active EE | $1,950 | $4,677-58.3% | $3,986-51.1% | $6,712-70.9% |
| Admin fee / account holder | $3,134 | $8,663-63.8% | $6,853-54.3% | $11,409-72.5% |