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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 | $21,958 | $55,470-60.4% | $155,556-85.9% | $74,478-70.5% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 13.44% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $437 | $2,267-80.7% | $4,675-90.7% | $2,626-83.4% |
| Participant deferral / active EE | $831 | $2,838-70.7% | $5,631-85.2% | $4,350-80.9% |
| Admin fee / account holder | $2,699 | $1,744+54.8% | $15,885-83.0% | $1,946+38.7% |