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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 | $29,667-12.0% | $56,441-53.7% | $80,874-67.7% |
| Participation rate | 21.4% | 41.7%-20.2pp | 52.5%-31.1pp | 67.6%-46.2pp |
| Annual return | 14.97% | 35.22%-20.3pp | 1704.21%-1689.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $676 | $669+1.0% | $1,039-34.9% | $2,756-75.5% |
| Participant deferral / active EE | $1,653 | $1,227+34.8% | $1,953-15.3% | $4,297-61.5% |
| Admin fee / account holder | $877 | $2,429-63.9% | $2,829-69.0% | $6,935-87.4% |