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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 | $23,114 | $45,152-48.8% | $73,836-68.7% | $59,633-61.2% |
| Participation rate | 67.9% | 64.0%+3.8pp | 73.4%-5.6pp | 68.7%-0.8pp |
| Annual return | 2.01% | 27.40%-25.4pp | 2268.06%-2266.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $730 | $1,901-61.6% | $2,787-73.8% | $2,203-66.9% |
| Participant deferral / active EE | $1,536 | $2,573-40.3% | $3,583-57.1% | $3,192-51.9% |
| Admin fee / account holder | $2,321 | $3,515-34.0% | $4,882-52.5% | $4,297-46.0% |