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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 | $22,440 | $77,814-71.2% | $158,223-85.8% | $86,983-74.2% |
| Participation rate | 41.0% | 68.4%-27.5pp | 79.2%-38.2pp | 69.5%-28.6pp |
| Annual return | 12.73% | 30.54%-17.8pp | 52.09%-39.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,292 | $2,592-50.2% | $4,109-68.6% | $2,584-50.0% |
| Participant deferral / active EE | $1,672 | $3,270-48.9% | $5,467-69.4% | $4,194-60.1% |
| Admin fee / account holder | $4,922 | $5,879-16.3% | $16,047-69.3% | $7,856-37.3% |