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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 | $28,212 | $55,437-49.1% | $155,534-81.9% | $74,459-62.1% |
| Participation rate | 28.1% | 61.9%-33.8pp | 78.2%-50.1pp | 67.2%-39.1pp |
| Annual return | 15.91% | 269.58%-253.7pp | 64.92%-49.0pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $363 | $2,266-84.0% | $4,675-92.2% | $2,626-86.2% |
| Participant deferral / active EE | $1,742 | $2,837-38.6% | $5,630-69.1% | $4,350-60.0% |
| Admin fee / account holder | $1,307 | $1,742-25.0% | $15,900-91.8% | $1,945-32.8% |