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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 | $24,300 | $43,749-44.5% | $158,223-84.6% | $65,306-62.8% |
| Participation rate | 37.1% | 56.9%-19.8pp | 79.2%-42.1pp | 57.7%-20.6pp |
| Annual return | 12.29% | 19.41%-7.1pp | 52.09%-39.8pp | 21.94%-9.7pp |
| Employer contribution / active EE | $599 | $1,497-60.0% | $4,109-85.4% | $1,967-69.6% |
| Participant deferral / active EE | $1,396 | $2,019-30.8% | $5,467-74.5% | $2,959-52.8% |
| Admin fee / account holder | $4,135 | $1,930+114.2% | $16,047-74.2% | $3,480+18.8% |