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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 | $24,996 | $51,642-51.6% | $129,384-80.7% | $80,935-69.1% |
| Participation rate | 64.9% | 56.9%+7.9pp | 69.6%-4.8pp | 67.7%-2.8pp |
| Annual return | 14.59% | 20.78%-6.2pp | 9461.77%-9447.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,088 | $1,583-31.2% | $4,153-73.8% | $2,757-60.5% |
| Participant deferral / active EE | $985 | $2,670-63.1% | $4,166-76.4% | $4,299-77.1% |
| Admin fee / account holder | $1,331 | $4,312-69.1% | $7,686-82.7% | $6,924-80.8% |