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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 | $29,716-42.0% | $56,077-69.3% | $80,925-78.7% |
| Participation rate | 45.7% | 41.7%+4.0pp | 52.5%-6.8pp | 67.7%-22.0pp |
| Annual return | 13.17% | 35.30%-22.1pp | 1709.28%-1696.1pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,016 | $671+51.4% | $1,040-2.4% | $2,756-63.1% |
| Participant deferral / active EE | $3,315 | $1,228+169.9% | $1,954+69.7% | $4,299-22.9% |
| Admin fee / account holder | $616 | $2,432-74.7% | $2,825-78.2% | $6,940-91.1% |