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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 | $24,671 | $29,716-17.0% | $56,077-56.0% | $80,925-69.5% |
| Participation rate | 37.0% | 41.7%-4.7pp | 52.5%-15.5pp | 67.7%-30.6pp |
| Annual return | 15.76% | 35.30%-19.5pp | 1709.28%-1693.5pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,094 | $671+63.0% | $1,040+5.1% | $2,756-60.3% |
| Participant deferral / active EE | $1,597 | $1,228+30.0% | $1,954-18.3% | $4,299-62.9% |
| Admin fee / account holder | $382 | $2,432-84.3% | $2,825-86.5% | $6,940-94.5% |