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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 | $16,106 | $29,733-45.8% | $56,025-71.3% | $80,959-80.1% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 22.25% | 35.28%-13.0pp | 1712.69%-1690.4pp | 35.67%-13.4pp |
| Employer contribution / active EE | $1,039 | $672+54.7% | $1,042-0.2% | $2,757-62.3% |
| Participant deferral / active EE | $1,606 | $1,229+30.6% | $1,955-17.8% | $4,300-62.7% |
| Admin fee / account holder | $1,721 | $2,434-29.3% | $2,828-39.2% | $6,925-75.1% |