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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 | $30,437-50.9% | $56,033-73.3% | $74,459-79.9% |
| Participation rate | 28.7% | 32.9%-4.2pp | 52.5%-23.8pp | 67.2%-38.6pp |
| Annual return | 14.25% | 24.96%-10.7pp | 1711.38%-1697.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $925 | $610+51.7% | $1,041-11.1% | $2,626-64.8% |
| Participant deferral / active EE | $1,288 | $1,176+9.6% | $1,954-34.1% | $4,350-70.4% |
| Admin fee / account holder | $1,321 | $2,363-44.1% | $2,827-53.3% | $1,945-32.1% |