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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 | $29,670-12.0% | $56,054-53.4% | $80,911-67.7% |
| Participation rate | 21.4% | 41.7%-20.2pp | 52.5%-31.1pp | 67.6%-46.2pp |
| Annual return | 14.97% | 35.24%-20.3pp | 1705.95%-1691.0pp | 35.63%-20.7pp |
| Employer contribution / active EE | $676 | $670+0.9% | $1,039-34.9% | $2,756-75.5% |
| Participant deferral / active EE | $1,653 | $1,227+34.8% | $1,952-15.3% | $4,297-61.5% |
| Admin fee / account holder | $877 | $2,431-63.9% | $2,822-68.9% | $6,935-87.4% |