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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 | $24,736 | $48,314-48.8% | $67,561-63.4% | $80,925-69.4% |
| Participation rate | 43.1% | 66.4%-23.3pp | 72.9%-29.8pp | 67.7%-24.6pp |
| Annual return | 14.50% | 18.28%-3.8pp | 3525.44%-3510.9pp | 35.65%-21.2pp |
| Employer contribution / active EE | $617 | $2,022-69.5% | $2,735-77.4% | $2,756-77.6% |
| Participant deferral / active EE | $1,144 | $2,927-60.9% | $4,003-71.4% | $4,299-73.4% |
| Admin fee / account holder | $2,398 | $3,690-35.0% | $4,006-40.1% | $6,940-65.5% |