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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 | $18,451 | $48,570-62.0% | $130,660-85.9% | $72,975-74.7% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 18.10% | 38.63%-20.5pp | 1709.29%-1691.2pp | 81.01%-62.9pp |
| Employer contribution / active EE | $838 | $1,334-37.2% | $4,092-79.5% | $2,440-65.7% |
| Participant deferral / active EE | $1,123 | $2,384-52.9% | $3,603-68.8% | $3,608-68.9% |
| Admin fee / account holder | $801 | $3,549-77.4% | $5,463-85.3% | $5,124-84.4% |