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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 | $25,508 | $47,479-46.3% | $62,929-59.5% | $82,448-69.1% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.1%-13.1pp | 68.1%-8.1pp |
| Annual return | 13.41% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,031 | $1,885-45.3% | $2,505-58.8% | $2,551-59.6% |
| Participant deferral / active EE | $2,480 | $2,870-13.6% | $3,888-36.2% | $4,139-40.1% |
| Admin fee / account holder | $7,820 | $3,804+105.6% | $5,065+54.4% | $7,234+8.1% |