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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 | $27,415 | $45,343-39.5% | $150,298-81.8% | $67,986-59.7% |
| Participation rate | 39.6% | 51.9%-12.3pp | 77.8%-38.2pp | 57.2%-17.6pp |
| Annual return | 24.45% | 33.28%-8.8pp | 62.79%-38.3pp | 31.67%-7.2pp |
| Employer contribution / active EE | $789 | $1,462-46.1% | $4,154-81.0% | $2,019-60.9% |
| Participant deferral / active EE | $2,339 | $2,055+13.9% | $5,453-57.1% | $3,358-30.3% |
| Admin fee / account holder | $7,663 | $2,250+240.6% | $14,116-45.7% | $3,203+139.2% |