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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 | $19,791 | $27,943-29.2% | $58,507-66.2% | $75,177-73.7% |
| Participation rate | 29.0% | 38.8%-9.8pp | 50.9%-21.8pp | 67.2%-38.2pp |
| Annual return | 26.68% | 44.22%-17.5pp | 4252.32%-4225.6pp | 160.75%-134.1pp |
| Employer contribution / active EE | $708 | $670+5.7% | $1,053-32.8% | $2,671-73.5% |
| Participant deferral / active EE | $2,278 | $1,202+89.6% | $1,922+18.5% | $4,126-44.8% |
| Admin fee / account holder | $1,104 | $1,727-36.1% | $2,486-55.6% | $5,651-80.5% |