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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 | $25,204 | $55,470-54.6% | $155,556-83.8% | $74,478-66.2% |
| Participation rate | 39.8% | 61.9%-22.1pp | 78.2%-38.5pp | 67.2%-27.5pp |
| Annual return | 13.36% | 269.80%-256.4pp | 64.84%-51.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $602 | $2,267-73.4% | $4,675-87.1% | $2,626-77.1% |
| Participant deferral / active EE | $924 | $2,838-67.4% | $5,631-83.6% | $4,350-78.8% |
| Admin fee / account holder | $1,293 | $1,744-25.9% | $15,885-91.9% | $1,946-33.6% |