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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 | $32,569 | $57,140-43.0% | $85,240-61.8% | $80,959-59.8% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 19.65% | 21.71%-2.1pp | 66.75%-47.1pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,444 | $1,802-19.9% | $2,735-47.2% | $2,757-47.6% |
| Participant deferral / active EE | $2,716 | $3,115-12.8% | $4,527-40.0% | $4,300-36.8% |
| Admin fee / account holder | $901 | $4,992-82.0% | $6,165-85.4% | $6,925-87.0% |