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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 | $26,119 | $29,733-12.2% | $56,025-53.4% | $80,959-67.7% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 14.97% | 35.28%-20.3pp | 1712.69%-1697.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $676 | $672+0.6% | $1,042-35.1% | $2,757-75.5% |
| Participant deferral / active EE | $1,653 | $1,229+34.5% | $1,955-15.4% | $4,300-61.6% |
| Admin fee / account holder | $877 | $2,434-64.0% | $2,828-69.0% | $6,925-87.3% |