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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 | $39,606 | $48,314-18.0% | $67,561-41.4% | $80,925-51.1% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.7%-13.8pp |
| Annual return | 16.61% | 18.28%-1.7pp | 3525.44%-3508.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,336 | $2,022-33.9% | $2,735-51.2% | $2,756-51.5% |
| Participant deferral / active EE | $2,289 | $2,927-21.8% | $4,003-42.8% | $4,299-46.7% |
| Admin fee / account holder | $778 | $3,690-78.9% | $4,006-80.6% | $6,940-88.8% |