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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 | $24,291 | $77,638-68.7% | $156,551-84.5% | $62,881-61.4% |
| Participation rate | 41.5% | 71.2%-29.7pp | 84.0%-42.6pp | 69.3%-27.8pp |
| Annual return | 6.45% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,432 | $3,444-58.4% | $5,501-74.0% | $2,281-37.2% |
| Participant deferral / active EE | $1,110 | $3,046-63.5% | $4,871-77.2% | $3,203-65.3% |
| Admin fee / account holder | $1,587 | $5,561-71.5% | $13,028-87.8% | $4,296-63.1% |