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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 | $51,833 | $51,638+0.4% | $129,406-59.9% | $80,959-36.0% |
| Participation rate | 40.0% | 56.9%-16.9pp | 69.6%-29.6pp | 67.7%-27.7pp |
| Annual return | 13.00% | 20.78%-7.8pp | 9468.18%-9455.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $957 | $1,584-39.6% | $4,155-77.0% | $2,757-65.3% |
| Participant deferral / active EE | $2,622 | $2,670-1.8% | $4,167-37.1% | $4,300-39.0% |
| Admin fee / account holder | $506 | $4,313-88.3% | $7,689-93.4% | $6,925-92.7% |