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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 | $11,478 | $40,264-71.5% | $57,349-80.0% | $59,633-80.8% |
| Participation rate | 30.3% | 69.2%-38.9pp | 75.1%-44.8pp | 68.7%-38.4pp |
| Annual return | 1.88% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $1,428 | $1,922-25.7% | $2,689-46.9% | $2,203-35.2% |
| Participant deferral / active EE | $2,060 | $2,400-14.2% | $3,162-34.9% | $3,192-35.5% |
| Admin fee / account holder | $634 | $2,819-77.5% | $3,356-81.1% | $4,297-85.3% |