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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 | $25,785 | $57,330-55.0% | $86,656-70.2% | $75,177-65.7% |
| Participation rate | 54.2% | 63.2%-9.0pp | 71.7%-17.5pp | 67.2%-13.0pp |
| Annual return | 14.38% | 2675.40%-2661.0pp | 593.09%-578.7pp | 160.75%-146.4pp |
| Employer contribution / active EE | $890 | $2,316-61.6% | $3,025-70.6% | $2,671-66.7% |
| Participant deferral / active EE | $3,036 | $3,320-8.6% | $4,439-31.6% | $4,126-26.4% |
| Admin fee / account holder | $851 | $4,115-79.3% | $5,619-84.9% | $5,651-85.0% |