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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 | $39,176 | $27,924+40.3% | $58,544-33.1% | $75,181-47.9% |
| Participation rate | 27.5% | 38.8%-11.3pp | 50.9%-23.3pp | 67.2%-39.7pp |
| Annual return | 17.45% | 44.20%-26.8pp | 4249.56%-4232.1pp | 160.69%-143.2pp |
| Employer contribution / active EE | $430 | $669-35.7% | $1,053-59.2% | $2,671-83.9% |
| Participant deferral / active EE | $1,202 | $1,2020% | $1,923-37.5% | $4,126-70.9% |
| Admin fee / account holder | $561 | $1,726-67.5% | $2,520-77.7% | $5,650-90.1% |