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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 | $26,605 | $67,823-60.8% | $52,425-49.3% | $137,256-80.6% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 18.95% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $675 | $1,163-42.0% | $914-26.2% | $4,156-83.8% |
| Participant deferral / active EE | $3,284 | $2,288+43.5% | $1,790+83.4% | $6,407-48.7% |
| Admin fee / account holder | $472 | $2,844-83.4% | $2,495-81.1% | $12,270-96.2% |