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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 | $38,440 | $53,774-28.5% | $134,162-71.3% | $79,856-51.9% |
| Participation rate | 57.5% | 58.8%-1.3pp | 72.2%-14.7pp | 69.6%-12.1pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,151 | $1,322-12.9% | $3,705-68.9% | $2,471-53.4% |
| Participant deferral / active EE | $2,385 | $2,420-1.4% | $3,500-31.8% | $3,741-36.2% |
| Admin fee / account holder | $380 | $3,985-90.5% | $6,685-94.3% | $5,306-92.8% |