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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 | $20,658 | $55,446-62.7% | $155,574-86.7% | $74,429-72.2% |
| Participation rate | 19.3% | 61.9%-42.6pp | 78.2%-58.9pp | 67.2%-47.9pp |
| Annual return | 19.24% | 269.20%-250.0pp | 64.87%-45.6pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $467 | $2,266-79.4% | $4,676-90.0% | $2,625-82.2% |
| Participant deferral / active EE | $907 | $2,836-68.0% | $5,629-83.9% | $4,348-79.1% |
| Admin fee / account holder | $1,650 | $1,743-5.3% | $15,914-89.6% | $1,944-15.1% |