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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 | $48,337-63.2% | $67,560-73.7% | $80,959-78.0% |
| Participation rate | 48.6% | 66.4%-17.9pp | 72.9%-24.4pp | 67.7%-19.1pp |
| Annual return | 18.68% | 18.26%+0.4pp | 3533.50%-3514.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $493 | $2,023-75.6% | $2,737-82.0% | $2,757-82.1% |
| Participant deferral / active EE | $2,238 | $2,928-23.6% | $4,004-44.1% | $4,300-48.0% |
| Admin fee / account holder | $3,686 | $3,695-0.2% | $3,994-7.7% | $6,925-46.8% |