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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 | $39,961 | $62,592-36.2% | $85,709-53.4% | $85,847-53.5% |
| Participation rate | 59.6% | 61.1%-1.5pp | 69.9%-10.3pp | 69.3%-9.7pp |
| Annual return | 13.23% | 23.77%-10.5pp | 21.49%-8.3pp | 318.61%-305.4pp |
| Employer contribution / active EE | $1,241 | $1,755-29.3% | $2,619-52.6% | $2,565-51.6% |
| Participant deferral / active EE | $2,092 | $2,802-25.3% | $3,924-46.7% | $3,952-47.1% |
| Admin fee / account holder | $2,167 | $4,643-53.3% | $6,876-68.5% | $6,261-65.4% |