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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 | $21,662 | $77,920-72.2% | $149,723-85.5% | $75,177-71.2% |
| Participation rate | 36.4% | 65.6%-29.2pp | 78.8%-42.4pp | 67.2%-30.8pp |
| Annual return | 1184.42% | 31.72%+1152.7pp | 134.50%+1049.9pp | 160.75%+1023.7pp |
| Employer contribution / active EE | $634 | $3,138-79.8% | $4,821-86.9% | $2,671-76.3% |
| Participant deferral / active EE | $1,576 | $3,411-53.8% | $5,682-72.3% | $4,126-61.8% |
| Admin fee / account holder | $855 | $5,951-85.6% | $13,215-93.5% | $5,651-84.9% |