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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 | $20,521 | $48,327-57.5% | $67,575-69.6% | $80,935-74.6% |
| Participation rate | 61.1% | 66.4%-5.3pp | 72.9%-11.8pp | 67.7%-6.6pp |
| Annual return | 12.26% | 18.31%-6.0pp | 3528.98%-3516.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $997 | $2,022-50.7% | $2,736-63.6% | $2,757-63.8% |
| Participant deferral / active EE | $1,286 | $2,927-56.1% | $4,003-67.9% | $4,299-70.1% |
| Admin fee / account holder | $1,585 | $3,692-57.1% | $3,993-60.3% | $6,924-77.1% |