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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 | $16,842 | $57,590-70.8% | $86,233-80.5% | $82,448-79.6% |
| Participation rate | 51.6% | 57.9%-6.3pp | 69.0%-17.4pp | 68.1%-16.5pp |
| Annual return | 18.25% | 22.41%-4.2pp | 61.39%-43.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $776 | $1,655-53.1% | $2,504-69.0% | $2,551-69.6% |
| Participant deferral / active EE | $2,938 | $3,080-4.6% | $4,559-35.6% | $4,139-29.0% |
| Admin fee / account holder | $347 | $4,730-92.7% | $8,342-95.8% | $7,234-95.2% |