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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 | $39,397 | $27,936+41.0% | $58,561-32.7% | $75,173-47.6% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.4pp | 67.2%-48.7pp |
| Annual return | 24.06% | 44.21%-20.1pp | 4251.33%-4227.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $1,422 | $670+112.4% | $1,053+35.0% | $2,671-46.7% |
| Participant deferral / active EE | $2,008 | $1,202+67.0% | $1,923+4.4% | $4,126-51.3% |
| Admin fee / account holder | $368 | $1,727-78.7% | $2,520-85.4% | $5,651-93.5% |