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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 | $30,385-50.8% | $56,054-73.3% | $74,400-79.9% |
| Participation rate | 28.7% | 32.9%-4.2pp | 52.5%-23.8pp | 67.2%-38.5pp |
| Annual return | 14.25% | 24.92%-10.7pp | 1705.95%-1691.7pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $925 | $609+52.0% | $1,039-10.9% | $2,624-64.7% |
| Participant deferral / active EE | $1,288 | $1,174+9.8% | $1,952-34.0% | $4,348-70.4% |
| Admin fee / account holder | $1,321 | $2,361-44.0% | $2,822-53.2% | $1,944-32.0% |