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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 | $23,697 | $27,943-15.2% | $58,507-59.5% | $75,177-68.5% |
| Participation rate | 15.4% | 38.8%-23.5pp | 50.9%-35.5pp | 67.2%-51.8pp |
| Annual return | 29.65% | 44.22%-14.6pp | 4252.32%-4222.7pp | 160.75%-131.1pp |
| Employer contribution / active EE | $331 | $670-50.6% | $1,053-68.6% | $2,671-87.6% |
| Participant deferral / active EE | $1,189 | $1,202-1.0% | $1,922-38.1% | $4,126-71.2% |
| Admin fee / account holder | $2,235 | $1,727+29.4% | $2,486-10.1% | $5,651-60.5% |