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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 | $55,470-62.8% | $155,556-86.7% | $74,478-72.3% |
| Participation rate | 19.3% | 61.9%-42.6pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 19.24% | 269.80%-250.6pp | 64.84%-45.6pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $467 | $2,267-79.4% | $4,675-90.0% | $2,626-82.2% |
| Participant deferral / active EE | $907 | $2,838-68.0% | $5,631-83.9% | $4,350-79.1% |
| Admin fee / account holder | $1,650 | $1,744-5.4% | $15,885-89.6% | $1,946-15.2% |