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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 | $24,926 | $58,726-57.6% | $142,898-82.6% | $85,851-71.0% |
| Participation rate | 55.4% | 58.5%-3.1pp | 72.0%-16.6pp | 69.3%-13.9pp |
| Annual return | 16.56% | 27.73%-11.2pp | 5639.64%-5623.1pp | 318.63%-302.1pp |
| Employer contribution / active EE | $347 | $1,424-75.6% | $4,146-91.6% | $2,565-86.5% |
| Participant deferral / active EE | $2,411 | $2,609-7.6% | $3,838-37.2% | $3,952-39.0% |
| Admin fee / account holder | $599 | $4,234-85.8% | $6,560-90.9% | $6,261-90.4% |