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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 | $14,946 | $30,421-50.9% | $56,077-73.3% | $74,429-79.9% |
| Participation rate | 28.7% | 32.9%-4.2pp | 52.5%-23.8pp | 67.2%-38.5pp |
| Annual return | 14.25% | 24.94%-10.7pp | 1709.28%-1695.0pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $925 | $610+51.8% | $1,040-11.0% | $2,625-64.7% |
| Participant deferral / active EE | $1,288 | $1,175+9.6% | $1,954-34.1% | $4,348-70.4% |
| Admin fee / account holder | $1,321 | $2,363-44.1% | $2,825-53.2% | $1,944-32.0% |