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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 | $18,328 | $45,152-59.4% | $73,836-75.2% | $59,633-69.3% |
| Participation rate | 57.5% | 64.0%-6.5pp | 73.4%-15.9pp | 68.7%-11.2pp |
| Annual return | 24.68% | 27.40%-2.7pp | 2268.06%-2243.4pp | 2041.45%-2016.8pp |
| Employer contribution / active EE | $802 | $1,901-57.8% | $2,787-71.2% | $2,203-63.6% |
| Participant deferral / active EE | $1,350 | $2,573-47.5% | $3,583-62.3% | $3,192-57.7% |
| Admin fee / account holder | $6,179 | $3,515+75.8% | $4,882+26.6% | $4,297+43.8% |