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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 | $17,785 | $48,277-63.2% | $67,511-73.7% | $80,874-78.0% |
| Participation rate | 48.6% | 66.4%-17.8pp | 72.9%-24.3pp | 67.6%-19.1pp |
| Annual return | 18.68% | 18.27%+0.4pp | 3517.41%-3498.7pp | 35.62%-16.9pp |
| Employer contribution / active EE | $493 | $2,021-75.6% | $2,733-81.9% | $2,756-82.1% |
| Participant deferral / active EE | $2,238 | $2,926-23.5% | $4,000-44.1% | $4,297-47.9% |
| Admin fee / account holder | $3,686 | $3,6870% | $3,999-7.8% | $6,935-46.8% |