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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 | $15,231 | $29,736-48.8% | $56,033-72.8% | $80,935-81.2% |
| Participation rate | 55.8% | 41.7%+14.1pp | 52.5%+3.3pp | 67.7%-11.9pp |
| Annual return | 16.18% | 35.28%-19.1pp | 1711.38%-1695.2pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,172 | $671+74.5% | $1,041+12.6% | $2,757-57.5% |
| Participant deferral / active EE | $1,881 | $1,228+53.1% | $1,954-3.7% | $4,299-56.3% |
| Admin fee / account holder | $611 | $2,434-74.9% | $2,827-78.4% | $6,924-91.2% |