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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 | $26,281 | $65,364-59.8% | $92,909-71.7% | $72,975-64.0% |
| Participation rate | 35.6% | 68.3%-32.7pp | 76.0%-40.4pp | 69.5%-33.9pp |
| Annual return | 20.14% | 42.11%-22.0pp | 109.44%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,862 | $2,594+10.3% | $3,653-21.7% | $2,440+17.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,271 | $4,251+71.0% | $5,795+25.5% | $5,124+41.9% |