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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 | $13,548 | $29,667-54.3% | $56,441-76.0% | $80,874-83.2% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.6%-43.8pp |
| Annual return | 21.10% | 35.22%-14.1pp | 1704.21%-1683.1pp | 35.62%-14.5pp |
| Employer contribution / active EE | $517 | $669-22.7% | $1,039-50.2% | $2,756-81.2% |
| Participant deferral / active EE | $1,246 | $1,227+1.6% | $1,953-36.2% | $4,297-71.0% |
| Admin fee / account holder | $1,032 | $2,429-57.5% | $2,829-63.5% | $6,935-85.1% |