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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 | $25,779 | $65,575-60.7% | $86,209-70.1% | $75,181-65.7% |
| Participation rate | 20.3% | 60.5%-40.2pp | 69.0%-48.6pp | 67.2%-46.9pp |
| Annual return | 23.34% | 46.07%-22.7pp | 1169.05%-1145.7pp | 160.69%-137.3pp |
| Employer contribution / active EE | $722 | $1,553-53.5% | $2,381-69.7% | $2,671-73.0% |
| Participant deferral / active EE | $2,057 | $3,023-32.0% | $3,986-48.4% | $4,126-50.2% |
| Admin fee / account holder | $2,757 | $5,470-49.6% | $6,853-59.8% | $5,650-51.2% |