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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 | $55,472-54.6% | $155,567-83.8% | $74,546-66.2% |
| Participation rate | 39.8% | 61.9%-22.1pp | 78.2%-38.4pp | 67.2%-27.4pp |
| Annual return | 13.36% | 268.72%-255.4pp | 64.74%-51.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $602 | $2,269-73.5% | $4,674-87.1% | $2,624-77.1% |
| Participant deferral / active EE | $924 | $2,838-67.4% | $5,628-83.6% | $4,347-78.7% |
| Admin fee / account holder | $1,293 | $1,743-25.8% | $15,916-91.9% | $1,944-33.5% |