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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 | $25,083 | $48,314-48.1% | $67,561-62.9% | $80,925-69.0% |
| Participation rate | 63.6% | 66.4%-2.8pp | 72.9%-9.3pp | 67.7%-4.0pp |
| Annual return | 13.42% | 18.28%-4.9pp | 3525.44%-3512.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,043 | $2,022-48.4% | $2,735-61.9% | $2,756-62.2% |
| Participant deferral / active EE | $3,250 | $2,927+11.1% | $4,003-18.8% | $4,299-24.4% |
| Admin fee / account holder | $1,821 | $3,690-50.6% | $4,006-54.5% | $6,940-73.8% |