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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 | $17,221 | $29,733-42.1% | $56,025-69.3% | $80,959-78.7% |
| Participation rate | 45.7% | 41.7%+3.9pp | 52.5%-6.9pp | 67.7%-22.0pp |
| Annual return | 13.17% | 35.28%-22.1pp | 1712.69%-1699.5pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,016 | $672+51.2% | $1,042-2.5% | $2,757-63.2% |
| Participant deferral / active EE | $3,315 | $1,229+169.7% | $1,955+69.6% | $4,300-22.9% |
| Admin fee / account holder | $616 | $2,434-74.7% | $2,828-78.2% | $6,925-91.1% |