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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 | $17,093 | $53,128-67.8% | $86,582-80.3% | $70,126-75.6% |
| Participation rate | 53.6% | 65.3%-11.7pp | 73.5%-19.9pp | 69.5%-15.9pp |
| Annual return | 21.19% | 27.66%-6.5pp | 965.08%-943.9pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,321 | $2,068-36.1% | $2,839-53.5% | $2,343-43.6% |
| Participant deferral / active EE | $2,279 | $2,695-15.4% | $3,609-36.8% | $3,332-31.6% |
| Admin fee / account holder | $2,218 | $3,584-38.1% | $4,904-54.8% | $4,645-52.3% |